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EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$561M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,435
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.72M
3
+$1.48M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.02M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$943K

Top Sells

1
+$3.5M
2
+$1.95M
3
+$1.32M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.22M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.05M

Sector Composition

1 Financials 6.98%
2 Technology 4.52%
3 Consumer Staples 3.66%
4 Healthcare 3.09%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$2K ﹤0.01%
67
1152
$2K ﹤0.01%
+29
1153
$2K ﹤0.01%
120
1154
$2K ﹤0.01%
38
+20
1155
$2K ﹤0.01%
235
-65
1156
$2K ﹤0.01%
39
-2
1157
$2K ﹤0.01%
25
-22
1158
$2K ﹤0.01%
515
1159
$2K ﹤0.01%
+125
1160
$2K ﹤0.01%
30
1161
$2K ﹤0.01%
191
+130
1162
$2K ﹤0.01%
35
+14
1163
$2K ﹤0.01%
15
+6
1164
$2K ﹤0.01%
+12
1165
$2K ﹤0.01%
+34
1166
$2K ﹤0.01%
10
1167
$2K ﹤0.01%
78
1168
$2K ﹤0.01%
30
1169
$2K ﹤0.01%
65
1170
$2K ﹤0.01%
49
-312
1171
$2K ﹤0.01%
78
1172
$2K ﹤0.01%
+23
1173
$2K ﹤0.01%
6
-3
1174
$2K ﹤0.01%
39
1175
$2K ﹤0.01%
54
45 46
47
48 49