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
$228M
AUM Growth
-$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$223K
3
+$102K
4
VVX icon
V2X
VVX
+$3K

Top Sells

1
+$223K
2
+$133K
3
+$55K
4
XLS
EXELIS INC COM STK
XLS
+$2.92K

Sector Composition

1 Financials 36.06%
2 Industrials 14.47%
3 Healthcare 14.31%
4 Utilities 6.96%
5 Energy 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$304K 0.13%
5,951
77
$298K 0.13%
9,768
78
$286K 0.13%
9,189
79
$283K 0.12%
4,000
80
$268K 0.12%
7,000
81
$268K 0.12%
10,500
82
$238K 0.1%
5,000
83
$228K 0.1%
2,050
84
$223K 0.1%
+12,551
85
$207K 0.09%
3,000
86
$180K 0.08%
4,953
87
$179K 0.08%
5,000
88
$178K 0.08%
4,000
89
$140K 0.06%
1,652
90
$134K 0.06%
4,000
91
$102K 0.04%
+9,707
92
$97K 0.04%
2,020
93
$95K 0.04%
2,000
94
$89K 0.04%
2,500
95
$87K 0.04%
896
96
$85K 0.04%
1,500
97
$82K 0.04%
3,000
98
$80K 0.04%
1,140
99
$61K 0.03%
1,000
100
$56K 0.02%
1,250
1 2 3
4
5