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
$389M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.7M
3
+$2.02M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.13M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$1.11M

Top Sells

1
+$2.56M
2
+$2.32M
3
+$2.19M
4
AVLR
Avalara, Inc.
AVLR
+$2.1M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.09M

Sector Composition

1 Technology 10.46%
2 Healthcare 9.47%
3 Financials 9.35%
4 Consumer Discretionary 8.85%
5 Industrials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.84M 0.73%
5,000
-5,000
52
$2.79M 0.72%
27,000
53
$2.77M 0.71%
100,000
+40,000
54
$2.72M 0.7%
35,000
+10,000
55
$2.68M 0.69%
10,000
56
$2.61M 0.67%
15,000
57
$2.57M 0.66%
4,000
58
$2.56M 0.66%
40,000
59
$2.49M 0.64%
7,000
60
$2.43M 0.62%
31,718
61
$2.41M 0.62%
12,000
-4,500
62
$2.37M 0.61%
10,000
63
$2.36M 0.61%
34,848
64
$2.32M 0.6%
15,000
65
$2.25M 0.58%
10,000
66
$2.17M 0.56%
45,000
67
$2.17M 0.56%
40,000
68
$2.15M 0.55%
20,000
69
$2.1M 0.54%
+25,000
70
$2.09M 0.54%
10,610
71
$2.08M 0.54%
15,000
72
$2.05M 0.53%
22,000
73
$2.05M 0.53%
15,000
74
$1.99M 0.51%
25,000
-25,000
75
$1.9M 0.49%
20,000
1 2
3
4