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
$226M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$58.7K

Top Sells

1
+$477K
2
+$455K
3
+$34

Sector Composition

1 Financials 37.32%
2 Industrials 15.09%
3 Healthcare 13.35%
4 Utilities 6.99%
5 Energy 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$577K 0.25%
3,138
52
$565K 0.25%
40,000
53
$545K 0.24%
5,000
54
$543K 0.24%
6,548
55
$522K 0.23%
9,758
56
$519K 0.23%
8,000
57
$491K 0.22%
10,321
58
$490K 0.22%
5,000
59
$489K 0.22%
6,000
60
$469K 0.21%
5,000
61
$449K 0.2%
10,000
62
$443K 0.2%
12,000
63
$413K 0.18%
6,000
64
$394K 0.17%
6,000
65
$389K 0.17%
4,000
66
$388K 0.17%
5,029
67
$381K 0.17%
8,329
68
$379K 0.17%
+13,832
69
$331K 0.15%
10,000
70
$331K 0.15%
6,000
71
$327K 0.14%
6,044
72
$323K 0.14%
3,000
73
$313K 0.14%
6,000
74
$311K 0.14%
9,768
75
$309K 0.14%
8,000
1 2
3
4 5