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
$269M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$131K
3
+$109K
4
GM icon
General Motors
GM
+$16.1K

Top Sells

1
+$1.92M
2
+$916K
3
+$306K
4
APA icon
APA Corp
APA
+$118K
5
GE icon
GE Aerospace
GE
+$110K

Sector Composition

1 Financials 38.64%
2 Industrials 18.2%
3 Healthcare 11.75%
4 Utilities 5.7%
5 Consumer Staples 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 0.98%
72,910
27
$2.57M 0.96%
43,434
28
$2.28M 0.85%
25,000
29
$2.15M 0.8%
40,000
30
$1.86M 0.69%
17,000
31
$1.83M 0.68%
1,400
+100
32
$1.81M 0.67%
1,400
33
$1.77M 0.66%
15,000
34
$1.74M 0.65%
31,400
35
$1.7M 0.63%
42,160
36
$1.57M 0.58%
36,000
37
$1.55M 0.58%
5,347
38
$1.4M 0.52%
18,000
+15,500
39
$1.19M 0.44%
66,560
40
$1.19M 0.44%
6,000
41
$1.1M 0.41%
9,758
42
$1.04M 0.39%
12,744
43
$1.01M 0.38%
12,000
44
$999K 0.37%
12,315
45
$950K 0.35%
5,000
46
$863K 0.32%
12,600
47
$861K 0.32%
3,000
48
$846K 0.31%
5,000
49
$836K 0.31%
5,000
50
$811K 0.3%
23,089
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2
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