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
$49.2M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1 +$68.4K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.04M 14.32%
56,800
2
$4.75M 9.66%
52,750
3
$3.09M 6.28%
29,245
4
$2.9M 5.89%
13,271
5
$2.79M 5.68%
26,660
6
$2.15M 4.37%
21,080
7
$1.99M 4.05%
13,700
8
$1.65M 3.35%
57,150
9
$1.26M 2.56%
13,600
10
$1.21M 2.46%
40,000
11
$902K 1.83%
24,360
12
$854K 1.74%
14,720
13
$522K 1.06%
20,000
14
$478K 0.97%
3,950
+565
15
$354K 0.72%
400
16
$306K 0.62%
12,000
17
$259K 0.53%
10,000