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
$271M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$692K
2
+$408K
3
+$34K

Top Sells

1
+$23.5K

Sector Composition

1 Financials 40.68%
2 Industrials 14.74%
3 Healthcare 12.35%
4 Utilities 7.48%
5 Consumer Staples 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$332K 0.12%
8,000
77
$331K 0.12%
2,050
78
$325K 0.12%
6,000
79
$311K 0.11%
4,512
80
$286K 0.11%
4,500
81
$275K 0.1%
4,000
82
$275K 0.1%
4,953
83
$269K 0.1%
7,000
84
$255K 0.09%
3,000
85
$249K 0.09%
4,000
86
$244K 0.09%
6,000
87
$242K 0.09%
10,500
88
$207K 0.08%
3,100
89
$194K 0.07%
6,000
90
$187K 0.07%
4,000
91
$142K 0.05%
2,000
92
$136K 0.05%
8,747
93
$132K 0.05%
10,000
94
$124K 0.05%
2,500
95
$120K 0.04%
9,768
96
$111K 0.04%
1,500
97
$107K 0.04%
2,390
98
$106K 0.04%
1,000
99
$101K 0.04%
7,399
100
$97K 0.04%
2,020
1 2 3
4
5