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
$228M
AUM Growth
-$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$223K
3
+$102K
4
VVX icon
V2X
VVX
+$3K

Top Sells

1
+$223K
2
+$133K
3
+$55K
4
XLS
EXELIS INC COM STK
XLS
+$2.92K

Sector Composition

1 Financials 36.06%
2 Industrials 14.47%
3 Healthcare 14.31%
4 Utilities 6.96%
5 Energy 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$593K 0.26%
10,000
52
$572K 0.25%
38,457
53
$569K 0.25%
3,138
54
$549K 0.24%
9,758
55
$542K 0.24%
5,000
56
$535K 0.23%
12,000
57
$522K 0.23%
8,000
58
$492K 0.22%
40,000
59
$485K 0.21%
6,000
60
$474K 0.21%
5,000
61
$468K 0.21%
10,321
62
$464K 0.2%
6,000
63
$435K 0.19%
8,329
64
$427K 0.19%
10,000
65
$420K 0.18%
56,250
66
$409K 0.18%
5,029
67
$405K 0.18%
13,832
68
$396K 0.17%
4,000
69
$395K 0.17%
6,000
70
$365K 0.16%
3,000
71
$353K 0.15%
6,000
72
$342K 0.15%
6,044
73
$341K 0.15%
8,000
74
$336K 0.15%
6,000
75
$327K 0.14%
10,000
1 2
3
4 5