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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
$526M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$992K
3
+$324K
4
LMT icon
Lockheed Martin
LMT
+$297K
5
EXC icon
Exelon
EXC
+$217K

Top Sells

1
+$3.54M
2
+$1.32M
3
+$1.14M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$979K
5
BND icon
Vanguard Total Bond Market
BND
+$793K

Sector Composition

1 Financials 6.08%
2 Technology 4.49%
3 Consumer Staples 3.98%
4 Healthcare 3.22%
5 Consumer Discretionary 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$1K ﹤0.01%
6
1252
$1K ﹤0.01%
45
1253
$1K ﹤0.01%
+2
1254
$1K ﹤0.01%
18
-163
1255
$1K ﹤0.01%
31
-26
1256
$1K ﹤0.01%
17
1257
$1K ﹤0.01%
+17
1258
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+38
1259
$1K ﹤0.01%
+26
1260
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25
1261
$1K ﹤0.01%
+11
1262
$1K ﹤0.01%
500
1263
$1K ﹤0.01%
500
-1,200
1264
$1K ﹤0.01%
6
1265
$1K ﹤0.01%
+13
1266
$1K ﹤0.01%
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1267
$1K ﹤0.01%
4
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$1K ﹤0.01%
+90
1269
$1K ﹤0.01%
5
-4
1270
$1K ﹤0.01%
24
1271
– –
-336
1272
$0 ﹤0.01%
1
1273
– –
-52
1274
– –
-10
1275
– –
-1
49 50
51
52 53