SFBLI

Southern Farm Bureau Life Insurance Portfolio holdings

AUM $848M
1-Year Est. Return 10.97%
This Quarter Est. Return
1 Year Est. Return
+10.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$677M
AUM Growth
-$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$54M
2
+$39M
3
+$25.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.45M

Top Sells

1
+$47.5M
2
+$10M
3
+$8.25M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$4.77M
5
BST icon
BlackRock Science and Technology Trust
BST
+$3.07M

Sector Composition

1 Financials 4.57%
2 Industrials 2.3%
3 Healthcare 0.1%
4 Communication Services 0.05%
5 Technology 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$319K 0.05%
3,500
27
$316K 0.05%
4,500
28
$294K 0.04%
1,250
29
$234K 0.03%
2,200
30
$223K 0.03%
4,100
31
– –
-103,930
32
– –
-392,645
33
– –
-235,216
1
2