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
$292M
AUM Growth
+$9.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$275K

Top Sells

1
+$159K
2
+$123K
3
+$81K

Sector Composition

1 Financials 41.2%
2 Industrials 16.88%
3 Healthcare 11.03%
4 Consumer Staples 5.95%
5 Utilities 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$857K 0.29%
45,766
52
$842K 0.29%
12,600
53
$826K 0.28%
15,000
+5,000
54
$810K 0.28%
5,000
55
$729K 0.25%
3,000
56
$724K 0.25%
40,000
57
$720K 0.25%
3,000
58
$718K 0.25%
14,823
59
$685K 0.23%
6,000
60
$646K 0.22%
5,000
61
$593K 0.2%
5,000
62
$588K 0.2%
8,000
63
$583K 0.2%
7,722
64
$578K 0.2%
4,512
65
$573K 0.2%
10,059
66
$553K 0.19%
10,000
67
$535K 0.18%
9,652
68
$515K 0.18%
5,029
69
$506K 0.17%
2,050
70
$494K 0.17%
6,000
71
$485K 0.17%
6,044
72
$469K 0.16%
10,000
73
$440K 0.15%
4,000
74
$436K 0.15%
3,138
75
$436K 0.15%
8,000
1 2
3
4 5