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
$194M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$14.7M
3
+$10.5M
4
ABBV icon
AbbVie
ABBV
+$9.3M
5
WTFC icon
Wintrust Financial
WTFC
+$8.82M

Top Sells

No sells this quarter

Sector Composition

1 Financials 37.39%
2 Industrials 14.55%
3 Healthcare 13.23%
4 Utilities 7.45%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 0.97%
+23,000
27
$1.8M 0.93%
+140,000
28
$1.67M 0.86%
+1,400
29
$1.63M 0.84%
+20,000
30
$1.45M 0.75%
+60,000
31
$1.44M 0.74%
+33,528
32
$1.42M 0.73%
+125,687
33
$1.29M 0.67%
+25,000
34
$1.28M 0.66%
+83,181
35
$1.23M 0.64%
+31,400
36
$1.2M 0.62%
+45,766
37
$1.12M 0.58%
+42,160
38
$1.04M 0.54%
+30,000
39
$902K 0.47%
+26,658
40
$900K 0.47%
+18,000
41
$695K 0.36%
+17,000
42
$687K 0.36%
+12,600
43
$633K 0.33%
+9,652
44
$613K 0.32%
+16,000
45
$609K 0.31%
+10,059
46
$608K 0.31%
+14,823
47
$579K 0.3%
+12,744
48
$573K 0.3%
+3,138
49
$529K 0.27%
+38,886
50
$495K 0.26%
+5,000
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