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
$200M
AUM Growth
+$4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$2.59M
3
+$2.5M
4
V icon
Visa
V
+$2.45M
5
UNP icon
Union Pacific
UNP
+$1.96M

Top Sells

1
+$4.25M
2
+$2.24M
3
+$1.86M
4
NKE icon
Nike
NKE
+$1.45M

Sector Composition

1 Financials 22.93%
2 Healthcare 14.45%
3 Industrials 12.66%
4 Consumer Staples 10.27%
5 Technology 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$309K 0.15%
2,500
52
$155K 0.08%
928
1 2
3