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
$306M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$301K
2
+$126K

Top Sells

1
+$2.79M
2
+$335K
3
+$205K
4
FNFV
Fidelity Natl Financial, Inc.
FNFV
+$127K
5
JRI icon
Nuveen Real Asset Income & Growth Fund
JRI
+$18

Sector Composition

1 Financials 37.41%
2 Industrials 17.13%
3 Healthcare 15.35%
4 Utilities 7.61%
5 Consumer Staples 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$325K 0.11%
6,044
77
$309K 0.1%
6,278
78
$301K 0.1%
+6,807
79
$299K 0.1%
4,000
80
$293K 0.1%
6,000
81
$278K 0.09%
9,768
82
$226K 0.07%
8,024
83
$218K 0.07%
3,000
84
$198K 0.06%
3,100
85
$190K 0.06%
4,500
86
$190K 0.06%
10,000
87
$173K 0.06%
2,000
88
$171K 0.06%
2,500
89
$156K 0.05%
8,768
-1
90
$145K 0.05%
2,390
91
$132K 0.04%
6,000
92
$127K 0.04%
1,500
93
$126K 0.04%
+7,399
94
$124K 0.04%
6,000
95
$111K 0.04%
1,000
96
$99K 0.03%
1,000
97
$97K 0.03%
3,000
98
$91K 0.03%
1,800
99
$83K 0.03%
928
100
$67K 0.02%
1,646
1 2 3
4
5