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
$282M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$206K

Top Sells

1
+$2.38M
2
+$278K
3
+$30.5K

Sector Composition

1 Financials 38.45%
2 Industrials 15.96%
3 Healthcare 13.97%
4 Utilities 7.85%
5 Consumer Staples 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$338K 0.12%
4,512
77
$306K 0.11%
6,278
-48,787
78
$265K 0.09%
10,500
79
$256K 0.09%
6,000
80
$255K 0.09%
4,000
81
$249K 0.09%
3,000
82
$232K 0.08%
3,100
83
$216K 0.08%
4,500
84
$206K 0.07%
+8,024
85
$195K 0.07%
4,000
86
$182K 0.06%
6,000
87
$168K 0.06%
9,768
88
$158K 0.06%
6,000
89
$153K 0.05%
8,747
90
$147K 0.05%
2,000
91
$139K 0.05%
2,500
92
$127K 0.05%
2,390
93
$121K 0.04%
1,500
94
$120K 0.04%
10,000
95
$117K 0.04%
7,399
96
$111K 0.04%
1,000
97
$103K 0.04%
1,000
98
$99K 0.04%
2,020
99
$92K 0.03%
3,000
100
$72K 0.03%
928
1 2 3
4
5