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
$226M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$58.7K

Top Sells

1
+$477K
2
+$455K
3
+$34

Sector Composition

1 Financials 37.32%
2 Industrials 15.09%
3 Healthcare 13.35%
4 Utilities 6.99%
5 Energy 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$309K 0.14%
56,250
77
$300K 0.13%
5,951
78
$300K 0.13%
4,000
79
$286K 0.13%
7,000
80
$273K 0.12%
9,189
81
$268K 0.12%
10,500
82
$236K 0.1%
5,000
83
$234K 0.1%
2,050
84
$218K 0.1%
3,000
85
$211K 0.09%
25,420
86
$195K 0.09%
4,000
87
$181K 0.08%
5,000
88
$143K 0.06%
4,000
89
$141K 0.06%
4,953
90
$107K 0.05%
1,652
91
$96K 0.04%
1,500
92
$95K 0.04%
2,020
93
$91K 0.04%
2,500
94
$84K 0.04%
2,000
95
$84K 0.04%
1,140
96
$80K 0.04%
1,500
97
$78K 0.03%
1,000
98
$77K 0.03%
896
99
$76K 0.03%
3,000
100
$64K 0.03%
1,209
1 2 3
4
5