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
$194M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$14.7M
3
+$10.5M
4
ABBV icon
AbbVie
ABBV
+$9.3M
5
WTFC icon
Wintrust Financial
WTFC
+$8.82M

Top Sells

No sells this quarter

Sector Composition

1 Financials 37.39%
2 Industrials 14.55%
3 Healthcare 13.23%
4 Utilities 7.45%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$247K 0.13%
+4,000
77
$230K 0.12%
+9,189
78
$215K 0.11%
+7,000
79
$209K 0.11%
+25,420
80
$198K 0.1%
+2,050
81
$189K 0.1%
+3,000
82
$174K 0.09%
+5,000
83
$165K 0.09%
+5,000
84
$147K 0.08%
+4,000
85
$141K 0.07%
+4,000
86
$100K 0.05%
+1,652
87
$87K 0.05%
+1,500
88
$82K 0.04%
+2,020
89
$81K 0.04%
+2,000
90
$80K 0.04%
+4,000
91
$72K 0.04%
+1,000
92
$67K 0.03%
+2,500
93
$67K 0.03%
+1,140
94
$62K 0.03%
+1,500
95
$61K 0.03%
+3,000
96
$55K 0.03%
+1,209
97
$54K 0.03%
+896
98
$48K 0.02%
+2,000
99
$44K 0.02%
+2,910
100
$41K 0.02%
+1,052
1 2 3
4
5