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
$117M
AUM Growth
+$1.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$3.01M
2 +$2.79M
3 +$870K
4
TRN icon
Trinity Industries
TRN
+$793K
5
MDT icon
Medtronic
MDT
+$677K

Top Sells

1 +$4.68M
2 +$2.29M
3 +$551K
4
PM icon
Philip Morris
PM
+$368K
5
AFL icon
Aflac
AFL
+$315K

Sector Composition

1 Financials 40.83%
2 Technology 18.45%
3 Consumer Staples 12.41%
4 Energy 11.81%
5 Healthcare 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-74,000