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
$194M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$14.7M
3
+$10.5M
4
ABBV icon
AbbVie
ABBV
+$9.3M
5
WTFC icon
Wintrust Financial
WTFC
+$8.82M

Top Sells

No sells this quarter

Sector Composition

1 Financials 37.39%
2 Industrials 14.55%
3 Healthcare 13.23%
4 Utilities 7.45%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$470K 0.24%
+40,000
52
$458K 0.24%
+8,000
53
$451K 0.23%
+10,321
54
$448K 0.23%
+10,000
55
$442K 0.23%
+10,000
56
$426K 0.22%
+6,000
57
$418K 0.22%
+9,758
58
$413K 0.21%
+4,000
59
$393K 0.2%
+38,457
60
$392K 0.2%
+5,000
61
$388K 0.2%
+6,000
62
$386K 0.2%
+5,000
63
$382K 0.2%
+12,000
64
$335K 0.17%
+6,000
65
$335K 0.17%
+6,000
66
$321K 0.17%
+8,000
67
$306K 0.16%
+3,000
68
$305K 0.16%
+6,000
69
$296K 0.15%
+5,029
70
$268K 0.14%
+6,044
71
$263K 0.14%
+8,329
72
$261K 0.13%
+9,768
73
$261K 0.13%
+10,500
74
$253K 0.13%
+5,951
75
$249K 0.13%
+56,250
1 2
3
4 5