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
$274M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M

Top Sells

1
+$244K
2
+$94.4K

Sector Composition

1 Financials 40.76%
2 Industrials 17.74%
3 Healthcare 11.21%
4 Utilities 5.68%
5 Energy 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.35M 0.86%
72,910
27
$2.32M 0.85%
43,434
28
$2.19M 0.8%
36,000
29
$2.05M 0.75%
125,687
30
$1.95M 0.71%
17,000
31
$1.91M 0.7%
26,658
32
$1.89M 0.69%
40,000
33
$1.8M 0.66%
1,400
34
$1.76M 0.64%
42,160
35
$1.72M 0.63%
15,000
36
$1.68M 0.61%
+1,300
37
$1.53M 0.56%
31,400
38
$1.32M 0.48%
5,347
39
$1.12M 0.41%
12,744
40
$1.08M 0.4%
12,315
41
$1.07M 0.39%
6,000
42
$1.06M 0.39%
9,758
43
$1.06M 0.39%
3,859
44
$1.02M 0.37%
5,000
45
$1.02M 0.37%
12,000
46
$1.01M 0.37%
66,560
47
$965K 0.35%
12,600
48
$929K 0.34%
45,766
49
$874K 0.32%
23,089
50
$836K 0.31%
5,000
1
2
3 4 5