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
$396M
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.33M
3
+$6.76M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.47M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.26M

Top Sells

1
+$4.25M
2
+$1.47M
3
+$1.29M
4
XME icon
SPDR S&P Metals & Mining ETF
XME
+$1.05M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.05M

Sector Composition

1 Financials 16.49%
2 Energy 4.06%
3 Consumer Staples 3.95%
4 Healthcare 3.8%
5 Technology 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.02M 0.76%
64,460
+9,610
27
$2.99M 0.75%
58,310
+3,151
28
$2.88M 0.73%
97,281
+6,570
29
$2.72M 0.69%
21,580
-57
30
$2.71M 0.68%
25,612
-580
31
$2.67M 0.67%
22,058
+8,905
32
$2.62M 0.66%
66,041
+13,869
33
$2.57M 0.65%
37,212
+2,159
34
$2.56M 0.64%
20,679
-34,389
35
$2.52M 0.64%
162,720
+9,209
36
$2.4M 0.61%
31,645
+6,893
37
$2.39M 0.6%
48,669
-717
38
$2.39M 0.6%
34,589
+1,089
39
$2.34M 0.59%
25,703
+12,439
40
$2.27M 0.57%
29,710
+12,379
41
$2.26M 0.57%
+10
42
$2.25M 0.57%
19,469
+4,488
43
$2M 0.5%
36,860
-3,530
44
$1.96M 0.49%
22,054
-3,488
45
$1.89M 0.48%
+16,276
46
$1.85M 0.47%
45,588
+16,690
47
$1.84M 0.46%
33,507
+26,931
48
$1.76M 0.44%
19,110
+242
49
$1.74M 0.44%
62,467
+28,966
50
$1.71M 0.43%
+61,856
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