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
$57M
AUM Growth
-$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$22.1M
2
+$17.2M
3
+$11.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.6M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$11.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-5,000
27
– –
-200,000
28
– –
-200,000
29
– –
-80,000
30
– –
-200,000
31
– –
-230,000
32
– –
-180,000
33
– –
-40,000
34
– –
-280,000
1
2