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
1
$28.6M 10.64%
75,000
2
$27.5M 10.23%
320,276
3
$25M 9.3%
518,675
-19,000
4
$17.2M 6.39%
215,000
5
$15.5M 5.77%
230,523
6
$12.3M 4.59%
255,086
7
$9.06M 3.37%
84,263
8
$7.91M 2.94%
76,000
9
$6.96M 2.59%
332,690
10
$6.04M 2.25%
38,000
11
$5.95M 2.21%
66,056
12
$5.84M 2.17%
57,736
13
$5.31M 1.98%
38,000
14
$5.06M 1.88%
90,000
15
$3.86M 1.44%
140,000
16
$3.84M 1.43%
113,181
17
$3.77M 1.4%
80,000
18
$3.47M 1.29%
22,000
19
$3.23M 1.2%
40,000
20
$3.2M 1.19%
20,000
21
$3.19M 1.19%
134,598
22
$2.88M 1.07%
46,000
23
$2.82M 1.05%
23,000
24
$2.75M 1.02%
55,175
-2,207
25
$2.66M 0.99%
125,687
1
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