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
$271M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$692K
2
+$408K
3
+$34K

Top Sells

1
+$23.5K

Sector Composition

1 Financials 40.68%
2 Industrials 14.74%
3 Healthcare 12.35%
4 Utilities 7.48%
5 Consumer Staples 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 0.92%
46,000
27
$2.41M 0.89%
23,000
28
$2.35M 0.87%
55,065
29
$2.18M 0.8%
60,000
30
$2.06M 0.76%
20,000
31
$2.04M 0.75%
45,766
32
$1.86M 0.69%
30,000
33
$1.78M 0.66%
25,000
34
$1.5M 0.55%
31,400
35
$1.43M 0.53%
1,200
36
$1.39M 0.51%
26,658
37
$1.3M 0.48%
125,687
38
$1.3M 0.48%
42,160
39
$1.24M 0.46%
5,347
40
$1.21M 0.45%
17,000
41
$877K 0.32%
12,712
42
$863K 0.32%
5,000
43
$828K 0.31%
10,000
44
$778K 0.29%
64,177
45
$754K 0.28%
31,978
46
$738K 0.27%
9,758
47
$719K 0.27%
6,000
48
$702K 0.26%
12,600
49
$697K 0.26%
9,652
50
$692K 0.26%
+11,500
1
2
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