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
76
$1.71M 0.44%
5,000
77
$1.6M 0.41%
22,000
78
$1.36M 0.35%
30,000
79
$1.35M 0.35%
10,000
80
– –
-27,000
81
– –
-5,000
82
– –
-9,000
83
– –
-8,000
84
– –
-40,000
85
– –
-20,000
86
– –
-25,000
87
– –
-10,000
88
– –
-12,000
1 2 3
4