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
$238M
AUM Growth
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$477K

Top Sells

1
+$1.01M

Sector Composition

1 Financials 36.05%
2 Industrials 14.58%
3 Healthcare 13.75%
4 Utilities 8.31%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$293K 0.12%
6,000
77
$287K 0.12%
5,000
78
$286K 0.12%
7,000
79
$283K 0.12%
4,336
80
$275K 0.12%
4,000
81
$250K 0.11%
3,000
82
$240K 0.1%
10,500
83
$215K 0.09%
3,100
84
$214K 0.09%
6,000
85
$201K 0.08%
4,953
86
$199K 0.08%
4,000
87
$178K 0.07%
4,000
88
$138K 0.06%
8,747
89
$127K 0.05%
9,768
90
$126K 0.05%
6,000
91
$118K 0.05%
2,000
92
$115K 0.05%
1,500
93
$103K 0.04%
10,000
94
$102K 0.04%
2,500
95
$92K 0.04%
3,000
96
$84K 0.04%
1,000
97
$80K 0.03%
1,140
98
$80K 0.03%
7,399
99
$79K 0.03%
2,020
100
$75K 0.03%
896
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4
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