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
76
$371K 0.14%
6,807
77
$341K 0.13%
10,500
78
$301K 0.11%
4,000
79
$275K 0.1%
3,408
80
$219K 0.08%
3,000
81
$208K 0.08%
2,000
82
$198K 0.07%
2,500
83
$196K 0.07%
3,371
84
$179K 0.07%
7,399
85
$176K 0.07%
6,000
86
$168K 0.06%
3,172
87
$156K 0.06%
973
-1
88
$147K 0.05%
6,000
89
$142K 0.05%
1,000
90
$129K 0.05%
10,000
91
$127K 0.05%
1,500
92
$122K 0.05%
6,333
93
$109K 0.04%
1,000
94
$109K 0.04%
+1,477
95
$108K 0.04%
3,000
96
$102K 0.04%
6,000
97
$98K 0.04%
928
98
$77K 0.03%
2,081
+435
99
$77K 0.03%
1,800
100
$75K 0.03%
1,209
1 2 3
4
5