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
$259M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$919K
2
+$178K
3
+$2K

Top Sells

1
+$19.6M
2
+$1.12M
3
+$20

Sector Composition

1 Financials 41.49%
2 Industrials 17.24%
3 Healthcare 10.14%
4 Utilities 6.02%
5 Energy 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$708K 0.27%
5,000
52
$700K 0.27%
10,059
53
$674K 0.26%
10,321
54
$632K 0.24%
5,000
55
$612K 0.24%
40,000
56
$600K 0.23%
14,823
57
$600K 0.23%
10,000
58
$594K 0.23%
3,000
59
$593K 0.23%
7,722
60
$565K 0.22%
5,029
61
$551K 0.21%
5,000
62
$545K 0.21%
8,000
63
$518K 0.2%
8,000
64
$512K 0.2%
6,000
65
$510K 0.2%
6,000
66
$507K 0.2%
9,652
67
$479K 0.19%
2,050
68
$430K 0.17%
4,000
69
$419K 0.16%
3,138
70
$405K 0.16%
10,000
71
$395K 0.15%
4,512
72
$382K 0.15%
7,500
73
$365K 0.14%
6,807
74
$351K 0.14%
8,000
75
$350K 0.14%
6,044
1 2
3
4 5