UFG

United Fire Group Portfolio holdings

AUM $55M
1-Year Est. Return 6%
This Quarter Est. Return
1 Year Est. Return
+6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$17.3K
3
+$11.9K
4
GM.WS.B
General Motors Company
GM.WS.B
+$9.17K

Top Sells

No sells this quarter

Sector Composition

1 Financials 37.09%
2 Industrials 15.86%
3 Healthcare 13.4%
4 Utilities 6.58%
5 Energy 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 0.98%
140,000
27
$1.91M 0.85%
23,000
28
$1.83M 0.82%
20,000
29
$1.75M 0.78%
125,687
30
$1.58M 0.71%
33,528
31
$1.56M 0.7%
60,000
32
$1.55M 0.7%
+1,400
33
$1.48M 0.66%
45,766
34
$1.44M 0.64%
25,000
35
$1.42M 0.63%
83,181
36
$1.29M 0.58%
31,400
37
$1.23M 0.55%
42,160
38
$1.12M 0.5%
30,000
39
$985K 0.44%
18,000
40
$946K 0.42%
26,658
41
$884K 0.4%
12,600
42
$842K 0.38%
17,000
43
$757K 0.34%
38,457
44
$748K 0.34%
12,744
45
$720K 0.32%
38,886
46
$711K 0.32%
10,059
47
$665K 0.3%
9,652
48
$660K 0.3%
16,000
49
$642K 0.29%
14,823
50
$621K 0.28%
40,000
1
2
3 4 5