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
$240M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$653K
2
+$64K
3
+$20K

Top Sells

1
+$61K
2
+$39.7K

Sector Composition

1 Financials 36.96%
2 Healthcare 15.79%
3 Industrials 14.46%
4 Utilities 6.66%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$648K 0.27%
12,000
52
$638K 0.27%
6,000
53
$630K 0.26%
14,823
54
$618K 0.26%
10,059
55
$603K 0.25%
9,758
56
$573K 0.24%
6,000
57
$523K 0.22%
8,000
58
$488K 0.2%
10,321
59
$488K 0.2%
3,000
60
$488K 0.2%
3,138
61
$477K 0.2%
10,000
62
$477K 0.2%
5,000
63
$475K 0.2%
5,000
64
$474K 0.2%
6,000
65
$458K 0.19%
56,250
66
$436K 0.18%
38,457
67
$434K 0.18%
4,000
68
$414K 0.17%
6,000
69
$405K 0.17%
5,029
70
$377K 0.16%
6,548
71
$365K 0.15%
13,832
72
$363K 0.15%
8,329
73
$363K 0.15%
9,189
74
$356K 0.15%
4,000
75
$342K 0.14%
5,951
1 2
3
4 5