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
1
$30.2M 12.54%
672,259
2
$16.6M 6.89%
320,276
3
$14.7M 6.11%
225,000
4
$14M 5.8%
255,086
5
$10.8M 4.47%
230,523
6
$10.1M 4.2%
225,000
7
$9.75M 4.05%
67,630
8
$9.75M 4.05%
75,000
9
$8.12M 3.37%
244,400
10
$7.75M 3.22%
84,263
11
$6.95M 2.88%
57,382
12
$6.92M 2.87%
76,000
13
$5.52M 2.29%
66,056
14
$3.97M 1.65%
38,000
15
$3.8M 1.58%
39,859
16
$3.73M 1.55%
254,690
17
$3.7M 1.53%
40,000
18
$3.61M 1.5%
57,736
19
$3.42M 1.42%
94,096
20
$3.42M 1.42%
134,598
21
$3.23M 1.34%
90,000
22
$2.68M 1.11%
40,000
23
$2.63M 1.09%
55,065
24
$2.62M 1.09%
55,997
25
$2.56M 1.06%
30,000
1
2 3 4 5