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
$367M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$2.07M
3
+$2.03M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.65M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.32M

Top Sells

1
+$2.49M
2
+$1.61M
3
+$1.59M
4
BX icon
Blackstone
BX
+$580K

Sector Composition

1 Technology 11.25%
2 Financials 9.83%
3 Healthcare 8.94%
4 Consumer Discretionary 8.4%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.73M 0.47%
22,000
77
$1.72M 0.47%
15,000
78
$1.68M 0.46%
5,000
79
$1.64M 0.45%
+15,000
80
$1.56M 0.43%
60,000
81
$1.54M 0.42%
10,000
82
$1.47M 0.4%
22,000
83
$1.39M 0.38%
25,000
84
$1.19M 0.32%
30,000
85
$1.1M 0.3%
5,000
86
$1.08M 0.29%
10,000
87
$866K 0.24%
40,000
88
– –
-20,000
89
– –
-7,000
90
– –
-23,000
1 2 3
4