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
$251M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$102K

Top Sells

1
+$2.21M
2
+$262K
3
+$100K
4
D icon
Dominion Energy
D
+$74.3K
5
APA icon
APA Corp
APA
+$31.9K

Sector Composition

1 Financials 37.34%
2 Industrials 14.35%
3 Healthcare 13.93%
4 Utilities 8.16%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$673K 0.27%
12,744
52
$632K 0.25%
12,000
53
$594K 0.24%
8,000
-1,000
54
$593K 0.24%
8,000
55
$577K 0.23%
5,000
56
$547K 0.22%
10,000
57
$542K 0.22%
4,000
58
$539K 0.21%
40,000
59
$533K 0.21%
56,250
60
$525K 0.21%
10,321
61
$515K 0.2%
5,000
62
$488K 0.19%
5,000
63
$486K 0.19%
3,000
64
$485K 0.19%
6,000
65
$477K 0.19%
3,138
66
$474K 0.19%
6,000
67
$437K 0.17%
10,059
68
$405K 0.16%
5,029
69
$402K 0.16%
8,329
70
$370K 0.15%
38,457
71
$360K 0.14%
6,044
72
$359K 0.14%
2,050
73
$351K 0.14%
5,000
74
$339K 0.13%
8,000
75
$314K 0.13%
4,512
-1,439
1 2
3
4 5