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
$232M
AUM Growth
+$5.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$989K

Top Sells

1
+$1.7M
2
+$1.13M
3
+$96K

Sector Composition

1 Financials 36.38%
2 Industrials 15.04%
3 Healthcare 13.98%
4 Utilities 7.26%
5 Energy 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$583K 0.25%
5,000
52
$545K 0.24%
8,000
53
$544K 0.23%
3,138
54
$534K 0.23%
9,758
55
$506K 0.22%
6,000
56
$504K 0.22%
5,000
57
$499K 0.22%
5,000
58
$483K 0.21%
40,000
59
$481K 0.21%
10,321
60
$465K 0.2%
12,000
61
$458K 0.2%
10,000
62
$436K 0.19%
6,000
63
$431K 0.19%
8,329
64
$426K 0.18%
4,000
65
$404K 0.17%
5,029
66
$380K 0.16%
56,250
67
$365K 0.16%
10,000
68
$364K 0.16%
13,832
69
$363K 0.16%
9,768
70
$361K 0.16%
3,000
71
$360K 0.16%
6,000
72
$344K 0.15%
6,000
73
$339K 0.15%
8,000
74
$334K 0.14%
6,044
75
$327K 0.14%
6,000
1 2
3
4 5