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
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$477K

Top Sells

1
+$1.01M

Sector Composition

1 Financials 36.05%
2 Industrials 14.58%
3 Healthcare 13.75%
4 Utilities 8.31%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$675K 0.28%
14,823
52
$657K 0.28%
5,000
53
$644K 0.27%
6,000
54
$638K 0.27%
10,000
55
$628K 0.26%
5,000
56
$618K 0.26%
9,758
57
$565K 0.24%
8,000
58
$519K 0.22%
6,000
59
$519K 0.22%
4,000
60
$495K 0.21%
6,000
61
$477K 0.2%
+5,000
62
$465K 0.2%
56,250
63
$459K 0.19%
10,321
64
$455K 0.19%
3,000
65
$454K 0.19%
3,138
66
$435K 0.18%
5,029
67
$413K 0.17%
8,329
68
$405K 0.17%
10,059
69
$398K 0.17%
5,000
70
$380K 0.16%
38,457
71
$379K 0.16%
5,951
72
$371K 0.16%
8,000
73
$305K 0.13%
6,044
74
$304K 0.13%
2,050
75
$298K 0.13%
6,000
1 2
3
4 5