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
$240M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$653K
2
+$64K
3
+$20K

Top Sells

1
+$61K
2
+$39.7K

Sector Composition

1 Financials 36.96%
2 Healthcare 15.79%
3 Industrials 14.46%
4 Utilities 6.66%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$328K 0.14%
6,044
77
$314K 0.13%
8,000
78
$283K 0.12%
2,050
79
$282K 0.12%
7,000
80
$261K 0.11%
6,000
81
$258K 0.11%
5,000
82
$256K 0.11%
5,000
83
$248K 0.1%
10,500
84
$242K 0.1%
4,953
85
$223K 0.09%
9,768
86
$208K 0.09%
3,000
87
$188K 0.08%
10,709
88
$186K 0.08%
10,000
89
$177K 0.07%
4,000
90
$162K 0.07%
4,000
91
$129K 0.05%
3,000
92
$114K 0.05%
7,399
93
$101K 0.04%
2,020
94
$100K 0.04%
3,000
95
$93K 0.04%
2,000
96
$93K 0.04%
2,500
97
$87K 0.04%
1,500
98
$84K 0.04%
1,140
99
$80K 0.03%
1,000
100
$67K 0.03%
896
1 2 3
4
5