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
$240M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$653K
2
+$64K
3
+$20K

Top Sells

1
+$61K
2
+$39.7K

Sector Composition

1 Financials 36.96%
2 Healthcare 15.79%
3 Industrials 14.46%
4 Utilities 6.66%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 1.02%
43,000
27
$2.38M 0.99%
140,000
28
$2.15M 0.9%
23,000
29
$1.94M 0.81%
20,000
30
$1.88M 0.78%
45,766
31
$1.85M 0.77%
25,000
32
$1.82M 0.76%
60,000
33
$1.56M 0.65%
33,528
34
$1.53M 0.64%
1,300
35
$1.42M 0.59%
16,000
36
$1.41M 0.59%
31,400
37
$1.34M 0.56%
42,160
38
$1.32M 0.55%
30,000
39
$1.15M 0.48%
125,687
40
$1.14M 0.47%
17,000
41
$1.14M 0.47%
5,347
42
$1.03M 0.43%
26,658
43
$963K 0.4%
64,177
44
$844K 0.35%
10,000
45
$837K 0.35%
12,744
46
$821K 0.34%
31,978
47
$782K 0.33%
9,652
48
$720K 0.3%
40,000
49
$708K 0.3%
5,000
50
$698K 0.29%
12,600
1
2
3 4 5