FIMS

FBL Investment Management Services Portfolio holdings

AUM $40.4M
1-Year Est. Return 15.93%
This Quarter Est. Return
1 Year Est. Return
+15.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$12.3M
3
+$11.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.41M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$9.3M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.54%
+18,350
27
$1.49M 0.53%
+60,000
28
$1.46M 0.52%
+60,000
29
$1.41M 0.5%
+24,356
30
$1.37M 0.48%
+20,599
31
$1.34M 0.47%
+13,020
32
$1.28M 0.45%
+35,788
33
$1.24M 0.44%
+40,111
34
$1.2M 0.42%
+19,355
35
$1.01M 0.36%
+8,905
36
$965K 0.34%
+36,000
37
$930K 0.33%
+26,408
38
$898K 0.32%
+23,320
39
$868K 0.31%
+40,000
40
$670K 0.24%
+6,365
41
$664K 0.24%
+15,834
42
$352K 0.12%
+3,285
1
2