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
$367M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$2.07M
3
+$2.03M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.65M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.32M

Top Sells

1
+$2.49M
2
+$1.61M
3
+$1.59M
4
BX icon
Blackstone
BX
+$580K

Sector Composition

1 Technology 11.25%
2 Financials 9.83%
3 Healthcare 8.94%
4 Consumer Discretionary 8.4%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.77M 1.03%
27,000
27
$3.74M 1.02%
17,000
28
$3.72M 1.01%
22,000
29
$3.65M 1%
18,000
30
$3.63M 0.99%
25,000
31
$3.61M 0.98%
11,000
32
$3.54M 0.97%
30,000
33
$3.53M 0.96%
18,000
34
$3.4M 0.93%
8,000
35
$3.38M 0.92%
27,000
36
$3.28M 0.89%
50,000
37
$3.25M 0.89%
65,000
38
$3.23M 0.88%
16,500
39
$3.2M 0.87%
47,214
40
$3.05M 0.83%
45,000
41
$3.04M 0.83%
11,280
42
$2.98M 0.81%
8,000
43
$2.97M 0.81%
70,000
44
$2.91M 0.79%
50,000
45
$2.91M 0.79%
25,000
-5,000
46
$2.88M 0.79%
15,000
47
$2.87M 0.78%
33,348
48
$2.76M 0.75%
13,000
49
$2.76M 0.75%
25,000
50
$2.56M 0.7%
20,000
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