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
76
$1.05M 0.49%
15,975
77
$1M 0.47%
20,000
78
$990K 0.46%
23,000
+8,000
79
$928K 0.43%
+5,000
80
$885K 0.41%
15,000
-10,000
81
$782K 0.36%
10,000
82
$548K 0.26%
15,000
83
– –
-20,000
84
– –
-42,000
85
– –
0
1 2 3
4