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Taiyo Life Insurance Company Portfolio holdings

AUM $1.09B
1-Year Est. Return 26.68%
This Fund
S&P 500
This Quarter Est. Return
+4.3%
1 Year Est. Return
+26.68%
3 Year Est. Return
+79.19%
5 Year Est. Return
+91.68%
10 Year Est. Return
–
AUM
$138M
AUM Growth
–
Cap. Flow
+$137M
Cap. Flow %
99.06%
Top 10 Hldgs %
100%
Holding
4
New
4
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$43.5M
2
EZM icon
WisdomTree US MidCap Fund
EZM
+$33.8M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$33.6M
4
FFG
FBL Financial Group
FFG
+$26M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$898B
$44.6M 32.31%
+166,000
New +$43.5M
EZM icon
2
WisdomTree US MidCap Fund
EZM
$956M
$34.9M 25.28%
+880,000
New +$33.8M
QQQ icon
3
Invesco QQQ Trust
QQQ
$480B
$34.3M 24.81%
+220,000
New +$33.6M
FFG
4
DELISTED
FBL Financial Group
FFG
$24.3M 17.59%
+348,831
New +$26M

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Taiyo Life Insurance Company's Q4 2017 Portfolio in Review

Q4 2017 is the first quarter with a 13F filing on record for Taiyo Life Insurance Company, which disclosed 4 positions worth $138M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is iShares Core S&P 500 ETF: 166,000 shares worth $44.6M.

  • Taiyo Life Insurance Company's largest Q4 2017 buy was iShares Core S&P 500 ETF: 166,000 shares worth $44.6M.
  • Taiyo Life Insurance Company's ten largest holdings make up 100% of its $138M portfolio in Q4 2017.
  • Taiyo Life Insurance Company disclosed 4 positions in Q4 2017, its first 13F filing on record.

Based on Taiyo Life Insurance Company's 13F filing for Q4 2017, filed 25 Jan 2018.