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
$306M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$301K
2
+$126K

Top Sells

1
+$2.79M
2
+$335K
3
+$205K
4
FNFV
Fidelity Natl Financial, Inc.
FNFV
+$127K
5
JRI icon
Nuveen Real Asset Income & Growth Fund
JRI
+$18

Sector Composition

1 Financials 37.41%
2 Industrials 17.13%
3 Healthcare 15.35%
4 Utilities 7.61%
5 Consumer Staples 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 0.9%
60,000
27
$2.76M 0.9%
23,000
28
$2.57M 0.84%
30,000
29
$2.43M 0.79%
36,000
30
$2.02M 0.66%
25,000
31
$1.73M 0.57%
26,658
32
$1.7M 0.56%
1,300
33
$1.58M 0.52%
17,000
34
$1.54M 0.5%
125,687
35
$1.5M 0.49%
31,400
36
$1.45M 0.47%
42,160
37
$1.41M 0.46%
45,766
38
$1.29M 0.42%
5,347
39
$1.03M 0.34%
56,250
40
$1.02M 0.33%
5,000
41
$989K 0.32%
12,315
42
$929K 0.3%
6,000
43
$918K 0.3%
9,758
44
$888K 0.29%
12,744
45
$878K 0.29%
12,600
46
$871K 0.28%
23,089
-8,889
47
$861K 0.28%
5,000
48
$838K 0.27%
14,000
49
$802K 0.26%
64,177
50
$751K 0.25%
12,000
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