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
$297M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$158K
2
+$10K

Top Sells

1
+$197K
2
+$153K
3
+$53K
4
MET icon
MetLife
MET
+$11.5K
5
FTR
Frontier Communications Corp.
FTR
+$431

Sector Composition

1 Financials 37.51%
2 Industrials 16.58%
3 Healthcare 14.74%
4 Utilities 7.71%
5 Consumer Staples 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$338K 0.11%
7,000
77
$308K 0.1%
6,278
78
$276K 0.09%
6,000
79
$273K 0.09%
10,500
80
$253K 0.09%
4,000
81
$250K 0.08%
9,768
82
$222K 0.07%
3,000
83
$218K 0.07%
3,100
84
$216K 0.07%
8,024
85
$206K 0.07%
4,500
86
$205K 0.07%
4,000
87
$158K 0.05%
+8,769
88
$157K 0.05%
2,000
89
$157K 0.05%
2,500
90
$142K 0.05%
2,390
91
$141K 0.05%
6,000
92
$140K 0.05%
10,000
93
$127K 0.04%
6,000
94
$127K 0.04%
7,399
95
$121K 0.04%
1,500
96
$106K 0.04%
1,000
97
$100K 0.03%
1,000
98
$94K 0.03%
3,000
99
$94K 0.03%
1,800
-220
100
$80K 0.03%
928
1 2 3
4
5