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
$292M
AUM Growth
+$9.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$275K

Top Sells

1
+$159K
2
+$123K
3
+$81K

Sector Composition

1 Financials 41.2%
2 Industrials 16.88%
3 Healthcare 11.03%
4 Consumer Staples 5.95%
5 Utilities 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.7M 0.93%
56,666
27
$2.62M 0.9%
43,434
28
$2.56M 0.88%
72,910
29
$2.46M 0.84%
55,175
30
$2.12M 0.73%
1,400
31
$2.1M 0.72%
1,400
32
$2.08M 0.71%
15,000
33
$2.06M 0.71%
40,000
34
$1.87M 0.64%
17,000
35
$1.75M 0.6%
5,347
36
$1.59M 0.54%
56,666
37
$1.56M 0.54%
160,140
38
$1.44M 0.49%
42,160
39
$1.42M 0.49%
61,250
-5,310
40
$1.3M 0.45%
6,000
41
$1.29M 0.44%
9,758
42
$1.29M 0.44%
14,250
-1,750
43
$1.23M 0.42%
36,000
44
$1.13M 0.39%
12,000
45
$1.07M 0.37%
5,000
46
$1.07M 0.37%
12,000
47
$986K 0.34%
23,089
48
$956K 0.33%
11,123
49
$924K 0.32%
10,321
50
$914K 0.31%
5,000
1
2
3 4 5