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
$409M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$1.24M
3
+$1.15M
4
TPR icon
Tapestry
TPR
+$1.01M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$943K

Top Sells

1
+$1.37M
2
+$1.36M
3
+$1.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.05M
5
GE icon
GE Aerospace
GE
+$870K

Sector Composition

1 Financials 19.37%
2 Consumer Staples 3.88%
3 Healthcare 3.59%
4 Energy 3.12%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.66M 0.41%
47,990
+29,060
52
$1.56M 0.38%
20,427
+762
53
$1.52M 0.37%
85,713
+53,123
54
$1.49M 0.37%
17,615
+14,569
55
$1.49M 0.36%
15,304
-42
56
$1.48M 0.36%
45,439
-630
57
$1.42M 0.35%
10,242
+270
58
$1.39M 0.34%
20,733
-576
59
$1.34M 0.33%
15,126
-840
60
$1.34M 0.33%
17,975
+1,563
61
$1.28M 0.31%
21,041
+308
62
$1.23M 0.3%
6
-4
63
$1.21M 0.29%
10,758
+519
64
$1.17M 0.29%
10,214
+304
65
$1.15M 0.28%
+22,371
66
$1.06M 0.26%
20,034
+276
67
$1.04M 0.26%
15,517
+174
68
$975K 0.24%
21,321
69
$967K 0.24%
21,901
-406
70
$958K 0.23%
22,069
-60
71
$957K 0.23%
32,008
-740
72
$943K 0.23%
9,896
-94
73
$940K 0.23%
5,057
-100
74
$919K 0.22%
7,529
-42
75
$899K 0.22%
9,634
-102
1 2
3
4 5