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
$396M
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.33M
3
+$6.76M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.47M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.26M

Top Sells

1
+$4.25M
2
+$1.47M
3
+$1.29M
4
XME icon
SPDR S&P Metals & Mining ETF
XME
+$1.05M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.05M

Sector Composition

1 Financials 16.49%
2 Energy 4.06%
3 Consumer Staples 3.95%
4 Healthcare 3.8%
5 Technology 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$472K 0.12%
+9,621
102
$470K 0.12%
+7,170
103
$446K 0.11%
7,000
104
$435K 0.11%
+10,316
105
$432K 0.11%
5,443
+1,149
106
$411K 0.1%
98,610
107
$384K 0.1%
+2,501
108
$364K 0.09%
+12,240
109
$363K 0.09%
1,962
+200
110
$360K 0.09%
+3,400
111
$354K 0.09%
2,501
+46
112
$322K 0.08%
+3,043
113
$322K 0.08%
+16,500
114
$313K 0.08%
13,385
-6,724
115
$313K 0.08%
4,366
+252
116
$311K 0.08%
13,189
+926
117
$310K 0.08%
+17,321
118
$310K 0.08%
+4,418
119
$302K 0.08%
+4,689
120
$301K 0.08%
3,518
121
$300K 0.08%
6,852
122
$290K 0.07%
+8,509
123
$280K 0.07%
+3,060
124
$272K 0.07%
+2,468
125
$257K 0.06%
3,551
+208
2 3 4
5
6