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
$409M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$7.76M
2 +$1.24M
3 +$1.15M
4
TPR icon
Tapestry
TPR
+$1.01M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$943K

Top Sells

1 +$1.37M
2 +$1.36M
3 +$1.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.05M
5
GE icon
GE Aerospace
GE
+$870K

Sector Composition

1 Financials 19.37%
2 Consumer Staples 3.88%
3 Healthcare 3.59%
4 Energy 3.12%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$261K 0.06%
3,966
-176
127
$250K 0.06%
5,160
+459
128
$248K 0.06%
3,551
129
$247K 0.06%
1,427
-2,584
130
$247K 0.06%
2,333
-135
131
$237K 0.06%
+9,700
132
$228K 0.06%
2,343
+15
133
$223K 0.05%
4,006
-22
134
$219K 0.05%
14,438
135
$215K 0.05%
4,398
136
$214K 0.05%
+4,355
137
$203K 0.05%
1,822
-100
138
$179K 0.04%
11,095
-2,195
139
$150K 0.04%
14,413
-462
140
-13,887
141
-20,508
142
-986
143
-2,300
144
-4,385