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
$232M
AUM Growth
+$5.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$989K

Top Sells

1
+$1.7M
2
+$1.13M
3
+$96K

Sector Composition

1 Financials 36.38%
2 Industrials 15.04%
3 Healthcare 13.98%
4 Utilities 7.26%
5 Energy 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 0.93%
140,000
27
$2.06M 0.89%
23,000
28
$1.85M 0.8%
60,000
29
$1.84M 0.8%
33,528
30
$1.81M 0.78%
20,000
31
$1.77M 0.76%
125,687
32
$1.59M 0.69%
25,000
33
$1.44M 0.62%
83,181
34
$1.42M 0.61%
45,766
35
$1.28M 0.55%
31,400
36
$1.25M 0.54%
30,000
37
$1.19M 0.51%
42,160
38
$1.13M 0.49%
26,658
39
$989K 0.43%
+5,347
40
$862K 0.37%
10,059
41
$836K 0.36%
12,600
42
$822K 0.35%
16,000
43
$816K 0.35%
17,000
44
$778K 0.34%
38,457
45
$773K 0.33%
9,652
46
$756K 0.33%
12,744
47
$741K 0.32%
10,000
48
$727K 0.31%
38,886
49
$672K 0.29%
14,823
50
$659K 0.28%
6,548
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2
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