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
76
$328K 0.14%
6,044
77
$315K 0.13%
7,000
78
$308K 0.13%
6,000
79
$301K 0.12%
10,500
80
$278K 0.12%
2,050
81
$267K 0.11%
5,000
82
$263K 0.11%
9,768
83
$234K 0.1%
10,000
84
$232K 0.1%
3,000
85
$186K 0.08%
10,709
-1,842
86
$185K 0.08%
5,000
87
$182K 0.08%
4,000
88
$173K 0.07%
4,953
89
$149K 0.06%
4,000
90
$129K 0.05%
10,000
91
$116K 0.05%
9,707
92
$107K 0.04%
1,652
93
$103K 0.04%
2,000
94
$99K 0.04%
1,500
95
$97K 0.04%
2,020
96
$95K 0.04%
2,500
97
$90K 0.04%
896
98
$87K 0.04%
1,140
99
$85K 0.04%
3,000
100
$78K 0.03%
4,000
1 2 3
4
5