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
51
$1.12M 0.43%
66,325
-89,717
52
$1.01M 0.39%
+12,219
53
$976K 0.38%
20,735
+600
54
$965K 0.37%
15,463
+15
55
$956K 0.37%
12,600
-2,430
56
$941K 0.37%
30,834
-380
57
$938K 0.36%
+10,086
58
$921K 0.36%
8,072
-14
59
$873K 0.34%
+26,243
60
$854K 0.33%
15,880
-14,962
61
$819K 0.32%
+24,752
62
$771K 0.3%
8,533
+233
63
$742K 0.29%
20,265
64
$709K 0.28%
14,214
-166
65
$702K 0.27%
+12,916
66
$670K 0.26%
8,624
67
$669K 0.26%
18,400
68
$643K 0.25%
11,661
+565
69
$635K 0.25%
+7,502
70
$583K 0.23%
13,039
+47
71
$535K 0.21%
7,000
72
$503K 0.2%
+4,434
73
$501K 0.19%
12,161
+410
74
$480K 0.19%
+6,769
75
$476K 0.18%
13,649
+635
1 2
3
4