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
$326M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$1.63M
3
+$1.07M
4
VZ icon
Verizon
VZ
+$943K
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$857K

Top Sells

1
+$2.09M
2
+$1.91M
3
+$1.61M
4
BSCE
CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF
BSCE
+$1.21M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$1.15M

Sector Composition

1 Financials 17.29%
2 Energy 4.56%
3 Healthcare 3.45%
4 Technology 2.4%
5 Industrials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$188K 0.06%
11,550
102
– –
-12,876
103
– –
-3,530
104
– –
-29,472
105
– –
-3,051
1 2 3 4
5