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
$251M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$102K

Top Sells

1
+$2.21M
2
+$262K
3
+$100K
4
D icon
Dominion Energy
D
+$74.3K
5
APA icon
APA Corp
APA
+$31.9K

Sector Composition

1 Financials 37.34%
2 Industrials 14.35%
3 Healthcare 13.93%
4 Utilities 8.16%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 0.96%
45,766
27
$2.3M 0.92%
46,000
28
$2.27M 0.9%
60,000
29
$2.19M 0.87%
140,000
30
$2.16M 0.86%
25,000
31
$2M 0.8%
55,065
32
$1.73M 0.69%
30,000
33
$1.71M 0.68%
20,000
34
$1.6M 0.64%
31,400
35
$1.57M 0.63%
1,200
-200
36
$1.4M 0.56%
125,687
37
$1.35M 0.54%
42,160
38
$1.34M 0.53%
26,658
39
$1.23M 0.49%
17,000
40
$1.19M 0.47%
5,347
41
$842K 0.34%
9,652
42
$819K 0.33%
31,978
43
$813K 0.32%
12,712
44
$806K 0.32%
10,000
45
$776K 0.31%
5,000
46
$775K 0.31%
64,177
47
$752K 0.3%
9,758
48
$698K 0.28%
6,000
49
$687K 0.27%
12,600
50
$685K 0.27%
14,823
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