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
101
$58K 0.02%
1,000
102
$51K 0.02%
1,250
103
$51K 0.02%
2,000
104
$45K 0.02%
1,209
105
$44K 0.02%
2,500
106
$36K 0.01%
1,025
+235
107
$23K 0.01%
932
+213
108
$16K 0.01%
932
+213
109
$4K ﹤0.01%
138
-1
110
$1K ﹤0.01%
58
111
$1K ﹤0.01%
32
1 2 3 4
5