SFT
Simmons First Trust Portfolio holdings
AUM
$875M
This Quarter Return
+2.17%
1 Year Return
+3.23%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$396M
AUM Growth
+$396M
(+29%)
Cap. Flow
+$85M
Cap. Flow
% of AUM
21.44%
Top 10 Holdings %
Top 10 Hldgs %
41.34%
Holding
174
New
52
Increased
63
Reduced
28
Closed
5
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$12M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$9.33M |
| 3 |
WisdomTree US High Dividend Fund
DHS
|
$6.76M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$4.48M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$2.26M |
Top Sells
| 1 |
Vanguard Mid-Cap ETF
VO
|
$4.25M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$1.47M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$1.29M |
| 4 |
SPDR S&P Metals & Mining ETF
XME
|
$1.05M |
| 5 |
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% |
