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
76
$281K 0.13%
9,768
77
$281K 0.13%
4,000
78
$275K 0.12%
10,500
79
$268K 0.12%
7,000
80
$267K 0.12%
9,189
81
$223K 0.1%
3,000
82
$221K 0.1%
2,050
83
$220K 0.1%
5,000
84
$196K 0.09%
25,420
85
$182K 0.08%
4,000
86
$163K 0.07%
5,000
87
$138K 0.06%
4,000
88
$114K 0.05%
4,953
89
$103K 0.05%
1,652
90
$97K 0.04%
2,020
91
$90K 0.04%
2,000
92
$87K 0.04%
2,500
93
$83K 0.04%
1,500
94
$82K 0.04%
1,500
95
$81K 0.04%
1,000
96
$80K 0.04%
3,000
97
$78K 0.04%
1,140
98
$69K 0.03%
4,000
99
$63K 0.03%
1,209
100
$62K 0.03%
896
1 2 3
4
5