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
$297M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$158K
2
+$10K

Top Sells

1
+$197K
2
+$153K
3
+$53K
4
MET icon
MetLife
MET
+$11.5K
5
FTR
Frontier Communications Corp.
FTR
+$431

Sector Composition

1 Financials 37.51%
2 Industrials 16.58%
3 Healthcare 14.74%
4 Utilities 7.71%
5 Consumer Staples 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 0.86%
23,000
27
$2.51M 0.85%
20,000
28
$2.51M 0.85%
36,000
29
$2.29M 0.77%
60,000
30
$2.23M 0.75%
30,000
31
$1.95M 0.66%
45,766
32
$1.94M 0.65%
25,000
33
$1.75M 0.59%
26,658
34
$1.71M 0.58%
1,300
-150
35
$1.5M 0.51%
125,687
36
$1.43M 0.48%
31,400
37
$1.43M 0.48%
42,160
38
$1.36M 0.46%
17,000
39
$1.36M 0.46%
5,347
40
$1.05M 0.35%
31,978
41
$1.04M 0.35%
56,250
42
$1.03M 0.35%
5,000
43
$911K 0.31%
9,758
44
$900K 0.3%
12,315
45
$888K 0.3%
14,000
46
$852K 0.29%
6,000
47
$792K 0.27%
12,600
48
$783K 0.26%
5,000
49
$772K 0.26%
10,000
50
$768K 0.26%
64,177
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2
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