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
$201M
AUM Growth
+$7.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$331K
3
+$58.2K

Top Sells

1
+$1.67M
2
+$44K

Sector Composition

1 Financials 37.2%
2 Industrials 15.71%
3 Healthcare 13.09%
4 Utilities 7.07%
5 Energy 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$259K 0.13%
10,500
77
$247K 0.12%
4,000
78
$239K 0.12%
9,189
79
$232K 0.12%
7,000
80
$206K 0.1%
25,420
81
$201K 0.1%
5,000
82
$200K 0.1%
2,050
83
$190K 0.09%
3,000
84
$186K 0.09%
5,000
85
$159K 0.08%
4,000
86
$129K 0.06%
4,000
87
$103K 0.05%
1,652
88
$99K 0.05%
4,953
+2,910
89
$85K 0.04%
2,020
90
$83K 0.04%
1,500
91
$82K 0.04%
2,000
92
$77K 0.04%
4,000
93
$75K 0.04%
1,140
94
$70K 0.03%
3,000
95
$70K 0.03%
1,000
96
$70K 0.03%
2,500
97
$66K 0.03%
1,500
98
$58K 0.03%
1,209
99
$56K 0.03%
896
100
$49K 0.02%
2,000
1 2 3
4
5