EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $194M
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,439
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$6.31M
3
+$5.04M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.68M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.4M

Top Sells

1
+$1.95M
2
+$1.57M
3
+$706K
4
EFSC icon
Enterprise Financial Services Corp
EFSC
+$678K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$592K

Sector Composition

1 Financials 6.25%
2 Technology 4.42%
3 Consumer Staples 3.59%
4 Healthcare 3.06%
5 Consumer Discretionary 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$1K ﹤0.01%
27
1202
$1K ﹤0.01%
26
1203
$1K ﹤0.01%
8
1204
$1K ﹤0.01%
4
1205
$1K ﹤0.01%
90
1206
$1K ﹤0.01%
+6
1207
$1K ﹤0.01%
75
-6,999
1208
$1K ﹤0.01%
24
1209
$1K ﹤0.01%
2
1210
$1K ﹤0.01%
8
1211
$1K ﹤0.01%
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1212
$1K ﹤0.01%
30
1213
$1K ﹤0.01%
32
1214
$1K ﹤0.01%
11
1215
$1K ﹤0.01%
3
1216
$1K ﹤0.01%
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1217
$1K ﹤0.01%
28
1218
$1K ﹤0.01%
5
1219
$1K ﹤0.01%
31
1220
$1K ﹤0.01%
120
1221
$1K ﹤0.01%
23
+12
1222
$1K ﹤0.01%
8
1223
$1K ﹤0.01%
+15
1224
$1K ﹤0.01%
5
-23
1225
$1K ﹤0.01%
122
47 48
49
50 51