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
$426M
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M

Top Sells

1
+$17.5M
2
+$16.1M
3
+$13.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$13M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$10.9M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.36%
18,350
-18,350
27
$1.45M 0.34%
60,000
-60,000
28
$1.26M 0.3%
60,000
-60,000
29
$900K 0.21%
36,000
-36,000
30
$810K 0.19%
40,000
-40,000
31
$666K 0.16%
6,365
-6,365
32
$509K 0.12%
20,550
33
$350K 0.08%
3,285
-3,285
34
– –
-23,320
35
– –
-40,111
36
– –
-53,940
37
– –
-130,540
38
– –
-19,355
39
– –
-35,788
40
– –
-24,356
41
– –
-20,599
42
– –
-33,667
43
– –
-96,000
44
– –
-15,834
45
– –
-13,020
46
– –
-59,800
47
– –
-41,971
48
– –
-26,408
1
2