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
$297M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$158K
2
+$10K

Top Sells

1
+$197K
2
+$153K
3
+$53K
4
MET icon
MetLife
MET
+$11.5K
5
FTR
Frontier Communications Corp.
FTR
+$431

Sector Composition

1 Financials 37.51%
2 Industrials 16.58%
3 Healthcare 14.74%
4 Utilities 7.71%
5 Consumer Staples 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$763K 0.26%
12,744
52
$694K 0.23%
14,823
53
$654K 0.22%
9,652
54
$635K 0.21%
10,321
55
$622K 0.21%
12,000
56
$615K 0.21%
8,000
57
$588K 0.2%
5,000
58
$583K 0.2%
8,000
59
$580K 0.2%
5,000
60
$540K 0.18%
3,000
61
$521K 0.18%
6,000
62
$506K 0.17%
40,000
63
$503K 0.17%
10,059
64
$497K 0.17%
6,000
65
$494K 0.17%
8,329
66
$468K 0.16%
10,000
67
$461K 0.16%
5,029
68
$448K 0.15%
5,000
69
$435K 0.15%
3,138
70
$420K 0.14%
7,500
71
$420K 0.14%
4,000
72
$392K 0.13%
2,050
73
$369K 0.12%
6,044
74
$360K 0.12%
8,000
75
$343K 0.12%
4,512
1 2
3
4 5