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
$169M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Financials 22.56%
2 Healthcare 14.41%
3 Industrials 12.15%
4 Energy 11.68%
5 Consumer Staples 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.39M 2%
17,000
27
$3.33M 1.97%
56,666
28
$3.23M 1.91%
38,000
29
$3.07M 1.81%
166,660
30
$2.86M 1.69%
56,666
31
$2.85M 1.69%
72,910
32
$2.62M 1.55%
46,000
33
$2.6M 1.54%
20,000
34
$2.53M 1.5%
104,690
35
$2.36M 1.4%
56,250
36
$2.33M 1.38%
27,523
37
$1.94M 1.15%
25,000
38
$1.91M 1.13%
160,140
39
$1.85M 1.09%
26,899
40
$1.81M 1.07%
10,000
41
$1.59M 0.94%
25,000
42
$1.45M 0.86%
35,086
43
$1.06M 0.63%
40,000
44
$374K 0.22%
10,000
45
$276K 0.16%
2,500
46
$152K 0.09%
928
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