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
76
$435K 0.17%
50,750
-600
77
$430K 0.17%
5,571
-157
78
$428K 0.17%
+11,664
79
$369K 0.14%
7,000
80
$302K 0.12%
8,799
81
$299K 0.12%
4,741
-170
82
$259K 0.1%
10,800
83
$238K 0.09%
4,114
84
$232K 0.09%
+3,000
85
$232K 0.09%
4,500
-930
86
$223K 0.09%
2,314
+50
87
$217K 0.08%
+14,256
88
$216K 0.08%
+3,178
89
$211K 0.08%
4,063
+189
90
$211K 0.08%
2,359
91
$210K 0.08%
4,386
92
– –
-16,212
93
– –
-24,527
94
– –
-14,100
1 2 3
4