KFBMI

Kentucky Farm Bureau Mutual Insurance Portfolio holdings

AUM $329M
1-Year Est. Return 25.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.64M
3
+$2M
4
BAX icon
Baxter International
BAX
+$1.68M
5
AVLR
Avalara, Inc.
AVLR
+$1.52M

Top Sells

1
+$1.35M
2
+$997K
3
+$826K
4
AMT icon
American Tower
AMT
+$761K
5
LOW icon
Lowe's Companies
LOW
+$616K

Sector Composition

1 Healthcare 11.6%
2 Technology 11.19%
3 Consumer Discretionary 10.4%
4 Financials 9.17%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.19M 1.13%
22,000
27
$3.18M 1.12%
33,000
+5,000
28
$3.14M 1.11%
15,000
29
$3.13M 1.11%
15,000
30
$3.11M 1.1%
50,000
31
$3.1M 1.1%
25,000
32
$3.07M 1.09%
75,000
33
$2.99M 1.06%
18,000
-4,000
34
$2.91M 1.03%
80,000
35
$2.89M 1.02%
17,000
+4,000
36
$2.88M 1.02%
8,000
+2,000
37
$2.87M 1.02%
50,000
+8,000
38
$2.81M 0.99%
27,000
39
$2.63M 0.93%
33,240
40
$2.62M 0.93%
50,000
+10,000
41
$2.54M 0.9%
10,000
42
$2.49M 0.88%
+43,348
43
$2.44M 0.86%
23,000
44
$2.42M 0.86%
10,000
-3,000
45
$2.38M 0.84%
55,000
46
$2.24M 0.79%
15,000
47
$2.21M 0.78%
27,000
+5,000
48
$2.19M 0.78%
10,000
49
$2.17M 0.77%
90,000
50
$2.15M 0.76%
8,000
1
2
3 4