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
$238M
AUM Growth
-$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$250K
2
+$179K
3
+$132K
4
REMY
REMY INTL INC NEW COMMON
REMY
+$29K

Top Sells

1
+$1M
2
+$305K
3
+$32.4K

Sector Composition

1 Financials 36.16%
2 Healthcare 14.93%
3 Industrials 14.89%
4 Utilities 7.31%
5 Consumer Staples 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$679K 0.29%
5,000
52
$664K 0.28%
9,758
53
$628K 0.26%
14,823
54
$626K 0.26%
10,059
55
$602K 0.25%
12,000
56
$555K 0.23%
8,000
57
$554K 0.23%
6,000
58
$542K 0.23%
5,000
59
$512K 0.22%
38,457
60
$487K 0.2%
6,000
61
$487K 0.2%
5,000
62
$483K 0.2%
10,321
63
$482K 0.2%
3,138
64
$478K 0.2%
3,000
65
$466K 0.2%
10,000
66
$463K 0.19%
4,000
67
$461K 0.19%
6,000
68
$437K 0.18%
8,329
69
$395K 0.17%
6,548
70
$395K 0.17%
56,250
71
$395K 0.17%
5,029
72
$354K 0.15%
13,832
73
$353K 0.15%
9,189
74
$347K 0.15%
4,000
75
$340K 0.14%
5,951
1 2
3
4 5