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
$128M
AUM Growth
+$190K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$5.12M
2 +$2M
3 +$1.87M
4
LOW icon
Lowe's Companies
LOW
+$1.52M
5
HD icon
Home Depot
HD
+$1.44M

Top Sells

1 +$9M
2 +$2.96M
3 +$1.44M
4
CBRL icon
Cracker Barrel
CBRL
+$1.23M
5
AXP icon
American Express
AXP
+$1.11M

Sector Composition

1 Financials 41.84%
2 Technology 15.23%
3 Industrials 13.8%
4 Consumer Staples 9.56%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-8,250
27
-40,000
28
-31,000
29
-97,000