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
$274M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M

Top Sells

1
+$244K
2
+$94.4K

Sector Composition

1 Financials 40.76%
2 Industrials 17.74%
3 Healthcare 11.21%
4 Utilities 5.68%
5 Energy 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$814K 0.3%
5,000
52
$779K 0.28%
10,059
53
$768K 0.28%
10,321
54
$729K 0.27%
10,000
55
$727K 0.27%
40,000
56
$671K 0.24%
3,000
57
$611K 0.22%
5,000
58
$601K 0.22%
14,823
59
$594K 0.22%
64,177
60
$590K 0.22%
7,722
61
$567K 0.21%
5,029
62
$562K 0.21%
8,000
63
$553K 0.2%
6,000
64
$536K 0.2%
8,000
65
$536K 0.2%
5,000
66
$522K 0.19%
2,050
67
$489K 0.18%
6,000
68
$468K 0.17%
7,500
69
$462K 0.17%
9,652
70
$454K 0.17%
3,138
71
$435K 0.16%
4,512
72
$410K 0.15%
4,000
73
$409K 0.15%
6,044
74
$380K 0.14%
4,000
75
$370K 0.14%
8,000
1 2
3
4 5