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
$241M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$8.25K
3
+$5.26K
4
GM.WS.B
General Motors Company
GM.WS.B
+$3.66K

Top Sells

1
+$32K
2
+$29

Sector Composition

1 Financials 36.49%
2 Healthcare 14.69%
3 Industrials 14.29%
4 Utilities 7.66%
5 Consumer Staples 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 1.04%
140,000
27
$2.18M 0.9%
60,000
28
$2.17M 0.9%
23,000
29
$1.88M 0.78%
1,550
30
$1.83M 0.76%
33,528
31
$1.8M 0.75%
25,000
32
$1.77M 0.73%
20,000
33
$1.74M 0.72%
45,766
34
$1.58M 0.66%
125,687
35
$1.49M 0.62%
83,181
36
$1.42M 0.59%
31,400
37
$1.39M 0.58%
30,000
38
$1.25M 0.52%
42,160
39
$1.23M 0.51%
26,658
40
$1.17M 0.49%
17,000
41
$1.1M 0.46%
5,347
42
$995K 0.41%
+64,177
43
$980K 0.41%
16,000
44
$899K 0.37%
12,744
45
$826K 0.34%
9,652
46
$778K 0.32%
12,600
47
$765K 0.32%
31,978
48
$695K 0.29%
10,059
49
$688K 0.29%
5,000
50
$680K 0.28%
14,823
1
2
3 4 5