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
$282M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$206K

Top Sells

1
+$2.38M
2
+$278K
3
+$30.5K

Sector Composition

1 Financials 38.45%
2 Industrials 15.96%
3 Healthcare 13.97%
4 Utilities 7.85%
5 Consumer Staples 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 0.88%
20,000
27
$2.45M 0.87%
45,766
28
$2.45M 0.87%
46,000
29
$2.37M 0.84%
36,000
30
$2.22M 0.79%
25,000
31
$2.07M 0.73%
30,000
32
$2.02M 0.72%
60,000
33
$1.9M 0.67%
1,450
34
$1.56M 0.55%
26,658
35
$1.45M 0.52%
31,400
36
$1.38M 0.49%
5,347
37
$1.34M 0.48%
42,160
38
$1.32M 0.47%
17,000
39
$1.27M 0.45%
125,687
40
$995K 0.35%
31,978
41
$991K 0.35%
5,000
42
$946K 0.34%
12,315
-397
43
$928K 0.33%
14,000
44
$833K 0.3%
9,758
45
$833K 0.3%
6,000
46
$796K 0.28%
56,250
47
$788K 0.28%
9,652
48
$783K 0.28%
10,000
49
$766K 0.27%
5,000
50
$751K 0.27%
12,600
1
2
3 4 5