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
101
$54K 0.02%
1,250
102
$48K 0.02%
2,678
103
$48K 0.02%
2,000
104
$42K 0.02%
1,052
105
$32K 0.01%
791
+427
106
$22K 0.01%
719
+388
107
$17K 0.01%
719
+388
108
$1K ﹤0.01%
32
109
$1K ﹤0.01%
58
1 2 3 4
5