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
$215M
AUM Growth
+$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.41M
3
+$953K
4
FMC icon
FMC
FMC
+$856K
5
CAT icon
Caterpillar
CAT
+$747K

Top Sells

1
+$1.96M
2
+$1.31M
3
+$901K
4
UNH icon
UnitedHealth
UNH
+$720K
5
BA icon
Boeing
BA
+$688K

Sector Composition

1 Industrials 10.5%
2 Healthcare 10.3%
3 Technology 9.64%
4 Financials 9.57%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.87%
10,000
52
$1.85M 0.86%
20,000
53
$1.85M 0.86%
10,000
54
$1.84M 0.86%
22,300
55
$1.84M 0.86%
20,000
56
$1.78M 0.83%
23,060
+11,530
57
$1.57M 0.73%
10,000
58
$1.56M 0.73%
20,000
59
$1.55M 0.72%
53,400
60
$1.53M 0.71%
60,000
61
$1.52M 0.71%
40,000
62
$1.47M 0.68%
30,000
-7,500
63
$1.47M 0.68%
+26,000
64
$1.43M 0.66%
30,000
65
$1.39M 0.65%
25,000
66
$1.36M 0.63%
10,000
+5,000
67
$1.32M 0.61%
30,000
68
$1.3M 0.61%
20,000
69
$1.28M 0.6%
52,960
70
$1.22M 0.57%
25,000
71
$1.19M 0.55%
15,000
72
$1.17M 0.55%
15,000
-17,450
73
$1.1M 0.51%
25,000
74
$1.09M 0.51%
10,000
75
$1.05M 0.49%
13,000
1 2
3
4