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
$251M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$102K

Top Sells

1
+$2.21M
2
+$262K
3
+$100K
4
D icon
Dominion Energy
D
+$74.3K
5
APA icon
APA Corp
APA
+$31.9K

Sector Composition

1 Financials 37.34%
2 Industrials 14.35%
3 Healthcare 13.93%
4 Utilities 8.16%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$287K 0.11%
4,500
-500
77
$284K 0.11%
4,336
78
$282K 0.11%
4,000
79
$275K 0.11%
7,000
80
$270K 0.11%
4,953
81
$269K 0.11%
6,000
82
$259K 0.1%
6,000
83
$255K 0.1%
3,000
84
$252K 0.1%
10,500
85
$237K 0.09%
4,000
86
$232K 0.09%
3,100
87
$200K 0.08%
4,000
88
$188K 0.07%
6,000
89
$151K 0.06%
8,747
90
$131K 0.05%
2,500
91
$128K 0.05%
2,000
92
$113K 0.05%
1,500
93
$109K 0.04%
10,000
94
$109K 0.04%
9,768
95
$102K 0.04%
+2,390
96
$100K 0.04%
1,140
97
$92K 0.04%
7,399
98
$88K 0.04%
1,000
99
$84K 0.03%
3,000
100
$81K 0.03%
2,588
1 2 3
4
5