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
$259M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$919K
2
+$178K
3
+$2K

Top Sells

1
+$19.6M
2
+$1.12M
3
+$20

Sector Composition

1 Financials 41.49%
2 Industrials 17.24%
3 Healthcare 10.14%
4 Utilities 6.02%
5 Energy 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 0.93%
36,000
27
$2.19M 0.84%
43,434
28
$2.14M 0.83%
25,000
29
$1.99M 0.77%
40,000
30
$1.95M 0.75%
125,687
31
$1.91M 0.74%
26,658
32
$1.76M 0.68%
1,400
33
$1.63M 0.63%
17,000
34
$1.48M 0.57%
15,000
35
$1.45M 0.56%
42,160
36
$1.32M 0.51%
31,400
37
$1.28M 0.49%
5,347
38
$1.18M 0.46%
45,766
39
$1.15M 0.44%
66,560
+10,310
40
$1.03M 0.4%
9,758
41
$1.01M 0.39%
6,000
42
$978K 0.38%
12,744
43
$969K 0.37%
12,315
44
$956K 0.37%
12,000
45
$932K 0.36%
5,000
46
$919K 0.36%
+3,859
47
$871K 0.34%
12,600
48
$835K 0.32%
23,089
49
$783K 0.3%
5,000
50
$710K 0.27%
64,177
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2
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