SFT

Simmons First Trust Portfolio holdings

AUM $875M
1-Year Est. Return 3.23%
This Quarter Est. Return
1 Year Est. Return
+3.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.62M
3
+$1.36M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.25M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.23M

Top Sells

1
+$1.6M
2
+$1.51M
3
+$1.51M
4
VZ icon
Verizon
VZ
+$1.28M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.1M

Sector Composition

1 Financials 18.26%
2 Energy 5.97%
3 Healthcare 4.49%
4 Technology 3.37%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.8%
60,255
+11,511
27
$2.03M 0.79%
30,629
+409
28
$1.97M 0.76%
16,175
-10
29
$1.91M 0.74%
37,955
+266
30
$1.83M 0.71%
36,172
-95
31
$1.81M 0.7%
73,332
-14,595
32
$1.75M 0.68%
20,767
-1,475
33
$1.75M 0.68%
22,587
+17,492
34
$1.75M 0.68%
42,370
+20,409
35
$1.71M 0.66%
55,898
+367
36
$1.69M 0.66%
16,959
-1,697
37
$1.69M 0.65%
53,438
-1,060
38
$1.6M 0.62%
94,220
+84
39
$1.59M 0.62%
26,357
-4,988
40
$1.49M 0.58%
32,846
-13
41
$1.46M 0.57%
12,745
-143
42
$1.34M 0.52%
27,293
+508
43
$1.32M 0.51%
37,217
+164
44
$1.29M 0.5%
27,598
-27,460
45
$1.28M 0.5%
14,894
-275
46
$1.27M 0.49%
39,784
+210
47
$1.23M 0.48%
+49,308
48
$1.21M 0.47%
+22,134
49
$1.18M 0.46%
10,074
50
$1.18M 0.46%
13,810
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