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
$326M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.18M
3
+$1.61M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.38M
5
FDX icon
FedEx
FDX
+$1.29M

Top Sells

1
+$3.2M
2
+$3.09M
3
+$2.64M
4
DHR icon
Danaher
DHR
+$1.6M
5
VPU icon
Vanguard Utilities ETF
VPU
+$1.37M

Sector Composition

1 Healthcare 10.71%
2 Technology 10.46%
3 Financials 9.98%
4 Consumer Discretionary 9.77%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.5M 0.77%
47,214
52
$2.49M 0.76%
10,000
53
$2.45M 0.75%
33,240
54
$2.32M 0.71%
+35,000
55
$2.29M 0.7%
10,000
56
$2.29M 0.7%
27,000
57
$2.25M 0.69%
11,280
-7,896
58
$2.24M 0.69%
10,000
59
$2.17M 0.67%
10,610
60
$2.12M 0.65%
15,000
61
$2.04M 0.63%
45,000
62
$1.96M 0.6%
34,848
63
$1.93M 0.59%
20,000
64
$1.87M 0.57%
5,000
65
$1.82M 0.56%
9,000
66
$1.78M 0.55%
20,000
67
$1.77M 0.55%
20,000
68
$1.77M 0.54%
10,000
69
$1.69M 0.52%
40,000
70
$1.69M 0.52%
20,000
71
$1.68M 0.51%
15,000
72
$1.66M 0.51%
22,000
73
$1.62M 0.5%
15,000
74
$1.6M 0.49%
12,000
75
$1.59M 0.49%
7,000
1 2
3
4