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
$232M
AUM Growth
+$5.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$989K

Top Sells

1
+$1.7M
2
+$1.13M
3
+$96K

Sector Composition

1 Financials 36.38%
2 Industrials 15.04%
3 Healthcare 13.98%
4 Utilities 7.26%
5 Energy 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$315K 0.14%
5,951
77
$294K 0.13%
9,189
78
$284K 0.12%
7,000
79
$277K 0.12%
4,000
80
$263K 0.11%
10,500
81
$239K 0.1%
5,000
82
$237K 0.1%
2,050
83
$223K 0.1%
25,420
84
$214K 0.09%
3,000
85
$188K 0.08%
4,000
86
$174K 0.08%
5,000
87
$160K 0.07%
4,953
88
$143K 0.06%
4,000
89
$129K 0.06%
1,652
90
$100K 0.04%
2,020
91
$98K 0.04%
2,500
92
$89K 0.04%
2,000
93
$88K 0.04%
3,000
94
$87K 0.04%
1,500
95
$83K 0.04%
1,140
96
$78K 0.03%
896
97
$73K 0.03%
1,000
98
$70K 0.03%
4,000
99
$60K 0.03%
1,250
100
$55K 0.02%
1,052
1 2 3
4
5