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
$306M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$301K
2
+$126K

Top Sells

1
+$2.79M
2
+$335K
3
+$205K
4
FNFV
Fidelity Natl Financial, Inc.
FNFV
+$127K
5
JRI icon
Nuveen Real Asset Income & Growth Fund
JRI
+$18

Sector Composition

1 Financials 37.41%
2 Industrials 17.13%
3 Healthcare 15.35%
4 Utilities 7.61%
5 Consumer Staples 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$726K 0.24%
10,000
52
$718K 0.23%
8,329
53
$712K 0.23%
14,823
54
$671K 0.22%
5,000
55
$653K 0.21%
10,321
56
$648K 0.21%
8,000
57
$644K 0.21%
6,000
58
$626K 0.2%
5,000
59
$604K 0.2%
8,000
60
$598K 0.2%
40,000
61
$578K 0.19%
3,000
62
$552K 0.18%
10,059
63
$551K 0.18%
6,000
64
$522K 0.17%
5,000
65
$509K 0.17%
5,029
66
$497K 0.16%
4,000
67
$491K 0.16%
7,500
68
$481K 0.16%
10,000
69
$477K 0.16%
9,652
70
$460K 0.15%
3,138
71
$428K 0.14%
2,050
72
$371K 0.12%
4,512
73
$367K 0.12%
8,000
74
$346K 0.11%
10,500
75
$331K 0.11%
7,000
1 2
3
4 5