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
$163M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$541K

Top Sells

1
+$2.19M
2
+$2.17M
3
+$2.14M
4
JPM icon
JPMorgan Chase
JPM
+$2M
5
KO icon
Coca-Cola
KO
+$1.45M

Sector Composition

1 Financials 22.34%
2 Healthcare 15.02%
3 Energy 11.11%
4 Industrials 10.48%
5 Utilities 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.07M 1.88%
30,000
27
$3M 1.83%
10,000
28
$2.97M 1.82%
17,000
29
$2.92M 1.79%
56,666
30
$2.9M 1.77%
20,000
31
$2.89M 1.77%
38,000
32
$2.73M 1.67%
20,000
-16,000
33
$2.4M 1.47%
46,000
34
$2.4M 1.47%
56,250
35
$2.34M 1.43%
104,690
36
$2.24M 1.37%
25,000
37
$2.21M 1.35%
27,523
38
$1.99M 1.22%
160,140
39
$1.67M 1.02%
10,000
-13,000
40
$1.57M 0.96%
25,000
-23,000
41
$1.5M 0.92%
40,000
42
$1.5M 0.92%
26,899
43
$1.37M 0.84%
35,086
44
$541K 0.33%
+40,317
45
$379K 0.23%
10,000
46
$195K 0.12%
2,500
47
$136K 0.08%
928
1
2