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
$282M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$206K

Top Sells

1
+$2.38M
2
+$278K
3
+$30.5K

Sector Composition

1 Financials 38.45%
2 Industrials 15.96%
3 Healthcare 13.97%
4 Utilities 7.85%
5 Consumer Staples 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$718K 0.25%
64,177
52
$708K 0.25%
12,000
53
$691K 0.25%
12,744
54
$668K 0.24%
14,823
55
$613K 0.22%
8,000
56
$593K 0.21%
8,000
57
$591K 0.21%
10,321
58
$567K 0.2%
6,000
59
$545K 0.19%
5,000
60
$522K 0.19%
10,000
61
$522K 0.19%
5,000
62
$499K 0.18%
3,000
63
$499K 0.18%
8,329
64
$473K 0.17%
4,000
65
$466K 0.17%
7,500
66
$461K 0.16%
3,138
67
$442K 0.16%
10,059
68
$434K 0.15%
40,000
69
$420K 0.15%
6,000
70
$416K 0.15%
5,029
71
$390K 0.14%
2,050
72
$385K 0.14%
5,000
73
$370K 0.13%
6,044
74
$359K 0.13%
8,000
75
$351K 0.12%
7,000
1 2
3
4 5