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
$236M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$52K

Top Sells

1
+$250K
2
+$39K
3
+$30.5K
4
APA icon
APA Corp
APA
+$24.4K
5
JAX
J. Alexander's Holdings, Inc.
JAX
+$11

Sector Composition

1 Financials 38.16%
2 Healthcare 14.38%
3 Industrials 14.36%
4 Utilities 7.17%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 0.96%
94,096
27
$2.19M 0.93%
55,065
28
$2.14M 0.91%
33,528
29
$2.11M 0.89%
46,000
30
$2.07M 0.88%
60,000
31
$2.02M 0.85%
45,766
32
$1.92M 0.82%
25,000
33
$1.66M 0.71%
30,000
34
$1.63M 0.69%
+1,400
35
$1.52M 0.65%
20,000
36
$1.4M 0.59%
31,400
37
$1.29M 0.55%
17,000
38
$1.29M 0.55%
42,160
39
$1.28M 0.54%
5,347
40
$1.26M 0.53%
125,687
41
$1.13M 0.48%
26,658
42
$986K 0.42%
16,303
43
$904K 0.38%
64,177
44
$852K 0.36%
10,000
45
$770K 0.33%
31,978
46
$757K 0.32%
9,652
47
$750K 0.32%
12,000
48
$747K 0.32%
12,744
49
$687K 0.29%
5,000
50
$684K 0.29%
40,000
1
2
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