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
$238M
AUM Growth
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$477K

Top Sells

1
+$1.01M

Sector Composition

1 Financials 36.05%
2 Industrials 14.58%
3 Healthcare 13.75%
4 Utilities 8.31%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.94%
46,000
27
$2.18M 0.92%
33,528
28
$2.03M 0.85%
45,766
29
$1.94M 0.82%
60,000
30
$1.89M 0.8%
140,000
31
$1.88M 0.79%
25,000
32
$1.71M 0.72%
55,065
33
$1.69M 0.71%
1,400
34
$1.66M 0.7%
30,000
35
$1.63M 0.68%
31,400
36
$1.54M 0.65%
20,000
37
$1.35M 0.57%
26,658
38
$1.29M 0.54%
17,000
39
$1.28M 0.54%
125,687
40
$1.25M 0.53%
5,347
41
$1.19M 0.5%
42,160
42
$1.03M 0.43%
16,303
43
$866K 0.36%
64,177
44
$842K 0.35%
10,000
45
$837K 0.35%
9,652
46
$777K 0.33%
12,744
47
$753K 0.32%
31,978
48
$738K 0.31%
12,000
49
$724K 0.3%
40,000
50
$685K 0.29%
12,600
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