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
$271M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$692K
2
+$408K
3
+$34K

Top Sells

1
+$23.5K

Sector Composition

1 Financials 40.68%
2 Industrials 14.74%
3 Healthcare 12.35%
4 Utilities 7.48%
5 Consumer Staples 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$641K 0.24%
14,823
52
$640K 0.24%
12,744
53
$613K 0.23%
8,000
54
$610K 0.23%
12,000
55
$609K 0.22%
5,000
56
$606K 0.22%
40,000
57
$605K 0.22%
10,000
58
$604K 0.22%
8,329
59
$595K 0.22%
56,250
60
$589K 0.22%
5,000
61
$536K 0.2%
10,321
62
$524K 0.19%
8,000
63
$518K 0.19%
5,000
64
$512K 0.19%
4,000
65
$504K 0.19%
10,059
66
$498K 0.18%
3,138
67
$490K 0.18%
3,000
68
$469K 0.17%
6,000
69
$463K 0.17%
6,000
70
$435K 0.16%
5,029
71
$408K 0.15%
+8,177
72
$401K 0.15%
4,336
73
$396K 0.15%
38,457
74
$365K 0.13%
5,000
75
$340K 0.13%
6,044
1 2
3
4 5