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
$355M
AUM Growth
-$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.11M
3
+$2.05M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.25M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.17M

Top Sells

1
+$6.94M
2
+$2.91M
3
+$2.8M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.84M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.44%
18,350
27
$1.48M 0.42%
60,000
28
$1.48M 0.42%
20,900
-39,700
29
$1.39M 0.39%
60,000
30
$1.17M 0.33%
+28,500
31
$873K 0.25%
40,000
32
$553K 0.16%
5,212
-1,153
33
$538K 0.15%
20,550
34
$408K 0.12%
3,785
+500
35
– –
-37,595
36
– –
-36,000
1
2