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
$192M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$965K
3
+$766K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$515K
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$389K

Top Sells

1
+$697K
2
+$647K
3
+$300K
4
EWBC icon
East-West Bancorp
EWBC
+$262K

Sector Composition

1 Healthcare 12.26%
2 Consumer Discretionary 10.14%
3 Industrials 10.07%
4 Financials 9.52%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.8%
10,000
52
$1.52M 0.8%
51,563
53
$1.52M 0.79%
60,000
54
$1.52M 0.79%
30,000
55
$1.47M 0.77%
13,000
56
$1.46M 0.76%
13,000
57
$1.46M 0.76%
25,000
+5,000
58
$1.45M 0.76%
21,300
59
$1.45M 0.76%
13,000
60
$1.42M 0.74%
60,000
+10,000
61
$1.42M 0.74%
30,000
62
$1.4M 0.73%
53,400
63
$1.4M 0.73%
40,000
64
$1.36M 0.71%
27,214
65
$1.32M 0.69%
8,000
66
$1.3M 0.68%
20,000
67
$1.3M 0.68%
10,000
68
$1.28M 0.67%
25,000
69
$1.27M 0.66%
30,000
70
$1.23M 0.64%
15,000
71
$1.19M 0.62%
13,000
72
$1.12M 0.59%
20,000
73
$1.12M 0.58%
10,000
74
$1.09M 0.57%
20,000
75
$1.03M 0.54%
20,000
-5,000
1 2
3
4