SB

Simmons Bank Portfolio holdings

AUM $1.4B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$2.11M
3
+$1.56M
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$1.52M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.52M

Top Sells

1
+$4.63M
2
+$3.58M
3
+$3.19M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.79M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.51M

Sector Composition

1 Consumer Discretionary 11.98%
2 Financials 11.32%
3 Technology 10.1%
4 Healthcare 6.68%
5 Consumer Staples 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$402K 0.03%
15,616
-6,060
302
$395K 0.03%
1,530
303
$390K 0.03%
3,501
+595
304
$382K 0.03%
4,629
305
$381K 0.03%
2,322
+304
306
$379K 0.03%
10,376
307
$374K 0.03%
2,507
+22
308
$365K 0.03%
2,226
-410
309
$364K 0.03%
4,529
+440
310
$363K 0.03%
1,756
+57
311
$360K 0.03%
21,500
+3,500
312
$355K 0.03%
+5,909
313
$355K 0.03%
17,572
-907
314
$353K 0.03%
2,539
-10
315
$352K 0.03%
9,867
-135
316
$350K 0.03%
6,325
317
$349K 0.03%
2,060
318
$343K 0.02%
7,264
+294
319
$343K 0.02%
4,861
320
$334K 0.02%
11,813
-750
321
$329K 0.02%
4,083
-135
322
$325K 0.02%
+18,976
323
$320K 0.02%
2,545
-15
324
$319K 0.02%
12,977
325
$310K 0.02%
9,559
-300
11 12
13
14 15