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
51
$574K 0.26%
10,000
52
$563K 0.25%
6,548
53
$563K 0.25%
3,138
54
$524K 0.23%
9,758
55
$522K 0.23%
8,000
56
$485K 0.22%
5,000
57
$484K 0.22%
10,321
58
$482K 0.22%
6,000
59
$478K 0.21%
5,000
60
$472K 0.21%
12,000
61
$451K 0.2%
6,000
62
$433K 0.19%
10,000
63
$422K 0.19%
6,000
64
$420K 0.19%
5,000
65
$414K 0.19%
4,000
66
$388K 0.17%
5,029
67
$377K 0.17%
10,000
68
$339K 0.15%
6,000
69
$330K 0.15%
8,000
70
$329K 0.15%
8,329
71
$326K 0.15%
3,000
72
$311K 0.14%
6,000
73
$309K 0.14%
5,951
74
$306K 0.14%
56,250
75
$289K 0.13%
6,044
1 2
3
4 5