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
$228M
AUM Growth
-$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$223K
3
+$102K
4
VVX icon
V2X
VVX
+$3K

Top Sells

1
+$223K
2
+$133K
3
+$55K
4
XLS
EXELIS INC COM STK
XLS
+$2.92K

Sector Composition

1 Financials 36.06%
2 Industrials 14.47%
3 Healthcare 14.31%
4 Utilities 6.96%
5 Energy 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 1.05%
140,000
27
$2.14M 0.94%
23,000
28
$2.09M 0.92%
60,000
29
$1.86M 0.82%
+1,550
30
$1.72M 0.75%
33,528
31
$1.64M 0.72%
20,000
32
$1.57M 0.69%
45,766
33
$1.55M 0.68%
25,000
34
$1.47M 0.65%
125,687
35
$1.47M 0.64%
83,181
36
$1.39M 0.61%
30,000
37
$1.19M 0.52%
31,400
38
$1.18M 0.52%
42,160
39
$1.06M 0.47%
26,658
40
$956K 0.42%
5,347
41
$900K 0.39%
17,000
42
$832K 0.36%
16,000
43
$792K 0.35%
12,744
44
$789K 0.35%
12,600
45
$777K 0.34%
9,652
46
$770K 0.34%
10,059
47
$635K 0.28%
5,000
48
$634K 0.28%
14,823
49
$616K 0.27%
31,978
-6,908
50
$615K 0.27%
6,548
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