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
$201M
AUM Growth
+$7.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$331K
3
+$58.2K

Top Sells

1
+$1.67M
2
+$44K

Sector Composition

1 Financials 37.2%
2 Industrials 15.71%
3 Healthcare 13.09%
4 Utilities 7.07%
5 Energy 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$538K 0.27%
10,000
52
$537K 0.27%
40,000
53
$481K 0.24%
5,000
54
$474K 0.24%
8,000
55
$464K 0.23%
6,000
56
$453K 0.23%
9,758
57
$451K 0.22%
10,321
58
$438K 0.22%
5,000
59
$436K 0.22%
12,000
60
$420K 0.21%
4,000
61
$407K 0.2%
10,000
62
$406K 0.2%
6,000
63
$388K 0.19%
5,000
64
$367K 0.18%
6,000
65
$343K 0.17%
6,000
66
$331K 0.16%
+10,000
67
$327K 0.16%
3,000
68
$316K 0.16%
6,000
69
$303K 0.15%
8,000
70
$291K 0.15%
5,029
71
$288K 0.14%
56,250
72
$286K 0.14%
8,329
73
$277K 0.14%
5,951
74
$275K 0.14%
6,044
75
$267K 0.13%
9,768
1 2
3
4 5