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
$200M
AUM Growth
+$4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$2.59M
3
+$2.5M
4
V icon
Visa
V
+$2.45M
5
UNP icon
Union Pacific
UNP
+$1.96M

Top Sells

1
+$4.25M
2
+$2.24M
3
+$1.86M
4
NKE icon
Nike
NKE
+$1.45M

Sector Composition

1 Financials 22.93%
2 Healthcare 14.45%
3 Industrials 12.66%
4 Consumer Staples 10.27%
5 Technology 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 1.73%
23,000
27
$3.45M 1.72%
17,000
28
$3.26M 1.63%
56,666
29
$3.2M 1.6%
56,250
30
$3.13M 1.56%
25,000
31
$3.02M 1.51%
65,086
-40,000
32
$2.9M 1.45%
72,910
33
$2.86M 1.43%
21,372
34
$2.52M 1.26%
48,000
35
$2.5M 1.25%
+7,200
36
$2.45M 1.22%
+11,000
37
$2.42M 1.21%
104,690
38
$2.38M 1.19%
56,666
39
$2.35M 1.17%
40,000
40
$2.13M 1.06%
40,000
41
$2.05M 1.02%
46,000
42
$2.03M 1.01%
20,000
43
$1.86M 0.93%
160,140
44
$1.83M 0.91%
26,899
45
$1.75M 0.87%
+18,000
46
$1.3M 0.65%
40,000
47
$1.21M 0.6%
5,000
48
$1.19M 0.59%
12,600
49
$1.07M 0.53%
36,000
50
$471K 0.24%
10,000
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