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
$226M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$58.7K

Top Sells

1
+$477K
2
+$455K
3
+$34

Sector Composition

1 Financials 37.32%
2 Industrials 15.09%
3 Healthcare 13.35%
4 Utilities 6.99%
5 Energy 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 1.06%
140,000
27
$1.92M 0.85%
23,000
28
$1.82M 0.8%
20,000
29
$1.7M 0.75%
1,450
+50
30
$1.68M 0.74%
125,687
31
$1.64M 0.73%
33,528
32
$1.55M 0.68%
60,000
33
$1.54M 0.68%
25,000
34
$1.43M 0.63%
83,181
35
$1.37M 0.6%
45,766
36
$1.28M 0.57%
42,160
37
$1.23M 0.54%
31,400
38
$1.23M 0.54%
30,000
39
$1.13M 0.5%
18,000
40
$1.05M 0.46%
26,658
41
$842K 0.37%
12,600
42
$831K 0.37%
17,000
43
$743K 0.33%
12,744
44
$720K 0.32%
38,457
45
$708K 0.31%
10,059
46
$698K 0.31%
38,886
47
$695K 0.31%
9,652
48
$692K 0.31%
16,000
49
$660K 0.29%
10,000
50
$639K 0.28%
14,823
1
2
3 4 5