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
$300M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$6.61M
3
+$3.73M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.37M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.13M

Top Sells

1
+$5.4M
2
+$4.47M
3
+$2.39M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$2M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.83M

Sector Composition

1 Financials 17.76%
2 Energy 4.9%
3 Healthcare 3.09%
4 Industrials 2.68%
5 Technology 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.68%
28,870
-7,560
27
$2.03M 0.68%
76,514
-17,016
28
$1.99M 0.66%
44,361
+1,991
29
$1.97M 0.66%
75,998
-57,384
30
$1.83M 0.61%
54,995
-903
31
$1.81M 0.6%
21,440
+673
32
$1.73M 0.58%
48,598
-11,657
33
$1.69M 0.56%
+54,997
34
$1.67M 0.56%
13,387
-2,788
35
$1.57M 0.52%
17,564
-5,023
36
$1.55M 0.52%
30,361
-7,594
37
$1.52M 0.51%
+14,492
38
$1.52M 0.51%
23,403
-2,954
39
$1.5M 0.5%
14,804
-90
40
$1.47M 0.49%
12,565
-4,394
41
$1.43M 0.48%
10,607
-2,138
42
$1.32M 0.44%
22,403
+269
43
$1.31M 0.44%
84,670
+18,345
44
$1.3M 0.43%
27,293
-5,553
45
$1.27M 0.42%
38,418
+7,584
46
$1.19M 0.4%
13,810
47
$1.16M 0.39%
27,651
+15,987
48
$1.14M 0.38%
23,103
-4,495
49
$1.11M 0.37%
30,743
-9,041
50
$1.07M 0.36%
20,064
-7,229
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