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
$326M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$1.63M
3
+$1.07M
4
VZ icon
Verizon
VZ
+$943K
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$857K

Top Sells

1
+$2.09M
2
+$1.91M
3
+$1.61M
4
BSCE
CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF
BSCE
+$1.21M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$1.15M

Sector Composition

1 Financials 17.29%
2 Energy 4.56%
3 Healthcare 3.45%
4 Technology 2.4%
5 Industrials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.78%
102,369
-37,654
27
$2.52M 0.77%
81,684
+4,346
28
$2.5M 0.77%
51,120
+19,266
29
$2.33M 0.71%
19,905
+957
30
$2.27M 0.7%
59,155
-54,388
31
$2.26M 0.69%
40,937
+14,109
32
$2.22M 0.68%
48,861
+9,292
33
$2.21M 0.68%
49,531
+1,156
34
$2.19M 0.67%
30,889
+8,794
35
$2.11M 0.65%
33,870
+2,801
36
$2.08M 0.64%
120,410
+2,317
37
$2M 0.61%
19,241
+1,305
38
$1.99M 0.61%
79,413
-1,977
39
$1.96M 0.6%
52,330
+2,717
40
$1.9M 0.58%
14,538
+969
41
$1.88M 0.58%
44,234
-6,492
42
$1.8M 0.55%
23,829
+485
43
$1.71M 0.52%
20,166
-1,860
44
$1.68M 0.52%
13,366
+2,300
45
$1.61M 0.5%
15,140
+7,508
46
$1.52M 0.47%
22,856
+897
47
$1.5M 0.46%
38,418
48
$1.5M 0.46%
56,835
-19,844
49
$1.4M 0.43%
13,928
50
$1.39M 0.43%
23,147
-61
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2
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