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
$206M
AUM Growth
-$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M

Top Sells

1
+$717K
2
+$259K
3
+$195K
4
LH icon
Labcorp
LH
+$109
5
NVST icon
Envista
NVST
+$15

Sector Composition

1 Financials 36.4%
2 Healthcare 14.91%
3 Industrials 13.45%
4 Utilities 7.53%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 1.03%
72,910
27
$2.1M 1.02%
125,687
28
$1.93M 0.94%
56,666
29
$1.78M 0.86%
1,400
30
$1.77M 0.86%
1,400
31
$1.66M 0.8%
56,666
32
$1.6M 0.78%
46,000
33
$1.52M 0.74%
40,000
34
$1.46M 0.71%
17,000
35
$1.44M 0.7%
+30,000
36
$1.35M 0.65%
56,250
37
$1.33M 0.65%
56,666
38
$1.31M 0.63%
42,160
39
$1.3M 0.63%
160,140
40
$1.19M 0.58%
9,758
41
$1.18M 0.57%
5,347
42
$999K 0.48%
6,000
43
$993K 0.48%
12,000
44
$841K 0.41%
10,321
45
$827K 0.4%
5,000
46
$782K 0.38%
3,000
47
$760K 0.37%
9,400
48
$705K 0.34%
5,000
49
$681K 0.33%
3,000
50
$676K 0.33%
40,000
1
2
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