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
$211M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$8.12M
3
+$8.05M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$6.55M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.08M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.23%
2 Energy 6.79%
3 Healthcare 5.61%
4 Technology 3.67%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$234K 0.11%
+10,800
77
$224K 0.11%
+2,264
78
$213K 0.1%
+4,386
79
$202K 0.1%
+2,359
80
$200K 0.09%
+3,874
1 2 3
4