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
$236M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$52K

Top Sells

1
+$250K
2
+$39K
3
+$30.5K
4
APA icon
APA Corp
APA
+$24.4K
5
JAX
J. Alexander's Holdings, Inc.
JAX
+$11

Sector Composition

1 Financials 38.16%
2 Healthcare 14.38%
3 Industrials 14.36%
4 Utilities 7.17%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$622K 0.26%
6,000
52
$603K 0.26%
12,600
53
$591K 0.25%
9,758
54
$591K 0.25%
5,000
55
$572K 0.24%
14,823
56
$558K 0.24%
6,000
57
$533K 0.23%
8,000
58
$526K 0.22%
10,000
59
$493K 0.21%
4,000
60
$488K 0.21%
3,000
61
$470K 0.2%
10,059
62
$463K 0.2%
6,000
63
$447K 0.19%
56,250
64
$423K 0.18%
10,321
65
$413K 0.18%
3,138
66
$411K 0.17%
5,029
67
$391K 0.17%
5,000
68
$372K 0.16%
5,951
69
$350K 0.15%
4,000
70
$344K 0.15%
8,000
71
$336K 0.14%
8,329
72
$308K 0.13%
2,050
73
$305K 0.13%
6,044
74
$290K 0.12%
6,000
75
$277K 0.12%
4,336
1 2
3
4 5