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
$259M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$919K
2
+$178K
3
+$2K

Top Sells

1
+$19.6M
2
+$1.12M
3
+$20

Sector Composition

1 Financials 41.49%
2 Industrials 17.24%
3 Healthcare 10.14%
4 Utilities 6.02%
5 Energy 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$316K 0.12%
3,408
-211,592
77
$309K 0.12%
4,000
78
$308K 0.12%
7,000
79
$300K 0.12%
10,500
80
$270K 0.1%
6,000
81
$244K 0.09%
8,024
82
$232K 0.09%
4,000
83
$229K 0.09%
3,000
84
$210K 0.08%
4,500
85
$194K 0.08%
3,100
86
$173K 0.07%
10,000
87
$168K 0.06%
2,500
88
$163K 0.06%
2,000
89
$154K 0.06%
2,390
90
$142K 0.05%
6,000
91
$137K 0.05%
7,399
92
$124K 0.05%
1,000
93
$120K 0.05%
6,000
94
$117K 0.05%
1,500
95
$114K 0.04%
1,000
96
$89K 0.03%
928
97
$84K 0.03%
3,000
98
$78K 0.03%
1,800
99
$65K 0.03%
1,646
100
$65K 0.03%
1,250
1 2 3
4
5