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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
1176
$2K ﹤0.01%
23
-176
1177
$2K ﹤0.01%
8
1178
$2K ﹤0.01%
45
1179
$2K ﹤0.01%
113
1180
$2K ﹤0.01%
15
-4
1181
$2K ﹤0.01%
+64
1182
$2K ﹤0.01%
38
1183
$2K ﹤0.01%
+11
1184
$2K ﹤0.01%
12
+6
1185
$2K ﹤0.01%
10
1186
$2K ﹤0.01%
27
+22
1187
$1K ﹤0.01%
5
1188
$1K ﹤0.01%
+13
1189
$1K ﹤0.01%
+20
1190
$1K ﹤0.01%
31
1191
$1K ﹤0.01%
+14
1192
$1K ﹤0.01%
+4
1193
$1K ﹤0.01%
17
1194
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17
1195
$1K ﹤0.01%
+16
1196
$1K ﹤0.01%
500
1197
$1K ﹤0.01%
500
1198
$1K ﹤0.01%
+25
1199
$1K ﹤0.01%
+25
1200
$1K ﹤0.01%
+8
46 47
48
49 50