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FBL Investment Management Services Inc

Portfolio Profile

CIK: 0001141911 | West Des Moines, IA

$40.4K
AUM
15
Positions
95.95%
Top 10 Conc.
100%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1Vanguard(VCIT)128,000$11.7K28.93%
2Ishares(LQD)81,800$10.5K25.90%
3Ishares(IWF)17,774$3.1K7.74%
4Ishares(IWD)21,870$3.0K7.39%
5Ishares(IWO)13,500$2.9K7.15%
6Ishares(IWN)21,000$2.7K6.68%
7Spdr(SPLB)57,150$1.7K4.26%
8Vanguard(VNQ)12,903$1.2K2.96%
9Vanguard(VWO)24,360$1.1K2.68%
10Ishares(EFA)13,200$9172.27%

Sector Allocation

Latest filing, equity positions only

Unclassified100% · $40.4K

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Unclassified100%100%0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Unclassified100%

AUM History

$48.6K | 24 pos.
$48.7K | 24 pos.
$53.3K | 24 pos.
$42.3K | 23 pos.
$42.1K | 23 pos.
$38.9K | 20 pos.
100%
0%
$240.9K | 46 pos.
$39.2K | 24 pos.
$240.9K | 46 pos.
$41.8K | 22 pos.
$38.1K | 15 pos.
$40.4K | 15 pos.
Q1
17
Q2
17
Q3
17
Q4
17
Q1
18
Q2
18
Q3
18
Q4
18
Q1
19
Q2
19
Q3
19
Q4
19

Recent Activity

Quarter-over-quarter position changes

0
New
0
Closed
5
Increased
0
Decreased
10
Unchanged