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
$201M
AUM Growth
+$7.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$331K
3
+$58.2K

Top Sells

1
+$1.67M
2
+$44K

Sector Composition

1 Financials 37.2%
2 Industrials 15.71%
3 Healthcare 13.09%
4 Utilities 7.07%
5 Energy 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.96%
140,000
27
$1.83M 0.91%
23,000
28
$1.63M 0.81%
20,000
29
$1.54M 0.77%
33,528
30
$1.5M 0.75%
125,687
31
$1.38M 0.68%
60,000
32
$1.33M 0.66%
25,000
33
$1.32M 0.66%
83,181
34
$1.26M 0.63%
45,766
35
$1.23M 0.61%
31,400
36
$1.15M 0.57%
42,160
37
$998K 0.5%
30,000
38
$914K 0.46%
18,000
39
$889K 0.44%
26,658
40
$815K 0.41%
12,600
41
$809K 0.4%
17,000
42
$699K 0.35%
10,059
43
$646K 0.32%
38,457
44
$645K 0.32%
9,652
45
$633K 0.32%
14,823
46
$628K 0.31%
16,000
47
$597K 0.3%
12,744
48
$591K 0.29%
38,886
49
$557K 0.28%
+6,548
50
$556K 0.28%
3,138
1
2
3 4 5