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
$213M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.52M
3
+$1.96M

Top Sells

1
+$2.86M
2
+$2.08M
3
+$1.44M
4
WTFC icon
Wintrust Financial
WTFC
+$1.36M
5
FCX icon
Freeport-McMoran
FCX
+$1.3M

Sector Composition

1 Financials 23.93%
2 Healthcare 15.78%
3 Industrials 11.32%
4 Consumer Staples 10.85%
5 Technology 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-21,372
52
– –
-36,000
1 2
3