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
51
$806K 0.3%
10,321
52
$782K 0.29%
40,000
53
$745K 0.28%
3,000
54
$702K 0.26%
45,766
55
$671K 0.25%
10,059
56
$658K 0.24%
14,823
57
$633K 0.24%
10,000
58
$630K 0.23%
6,000
59
$623K 0.23%
9,652
60
$616K 0.23%
5,000
61
$562K 0.21%
7,722
62
$548K 0.2%
8,000
63
$530K 0.2%
5,000
64
$528K 0.2%
4,512
65
$499K 0.19%
2,050
66
$480K 0.18%
6,044
67
$479K 0.18%
5,029
68
$477K 0.18%
6,000
69
$466K 0.17%
4,000
70
$423K 0.16%
3,138
71
$389K 0.14%
7,500
72
$383K 0.14%
5,000
73
$381K 0.14%
10,000
74
$376K 0.14%
7,000
75
$375K 0.14%
8,000
1 2
3
4 5