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
51
$631K 0.26%
40,000
52
$619K 0.26%
38,457
53
$607K 0.25%
9,758
54
$596K 0.25%
5,000
55
$577K 0.24%
12,000
56
$566K 0.23%
6,000
57
$554K 0.23%
8,000
58
$541K 0.22%
6,000
59
$486K 0.2%
10,321
60
$484K 0.2%
8,329
61
$481K 0.2%
3,138
62
$469K 0.19%
5,000
63
$457K 0.19%
6,000
64
$446K 0.19%
56,250
65
$440K 0.18%
10,000
66
$422K 0.18%
6,000
67
$422K 0.18%
3,000
68
$411K 0.17%
13,832
69
$410K 0.17%
6,548
70
$404K 0.17%
4,000
71
$361K 0.15%
5,029
72
$343K 0.14%
5,951
73
$339K 0.14%
4,000
74
$338K 0.14%
8,000
75
$329K 0.14%
9,189
1 2
3
4 5