GL

Globe Life Portfolio holdings

AUM $365M
1-Year Est. Return 12.35%
This Quarter Est. Return
1 Year Est. Return
+12.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$3.47M
2 +$2.11M
3 +$590K
4
MA icon
Mastercard
MA
+$471K
5
V icon
Visa
V
+$382K

Top Sells

1 +$3.17M
2 +$2.37M
3 +$825K
4
KMB icon
Kimberly-Clark
KMB
+$754K
5
T icon
AT&T
T
+$319K

Sector Composition

1 Financials 41.17%
2 Consumer Staples 18.64%
3 Technology 16.67%
4 Energy 12.85%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-10,000
27
-11,916