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
$274M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M

Top Sells

1
+$244K
2
+$94.4K

Sector Composition

1 Financials 40.76%
2 Industrials 17.74%
3 Healthcare 11.21%
4 Utilities 5.68%
5 Energy 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$366K 0.13%
10,000
77
$361K 0.13%
7,000
78
$354K 0.13%
6,807
79
$329K 0.12%
10,500
80
$322K 0.12%
3,408
81
$264K 0.1%
4,000
82
$243K 0.09%
6,000
83
$215K 0.08%
4,500
84
$204K 0.07%
3,000
85
$200K 0.07%
2,500
86
$199K 0.07%
3,100
87
$181K 0.07%
2,000
88
$168K 0.06%
2,390
89
$155K 0.06%
7,399
90
$150K 0.05%
6,000
91
$139K 0.05%
10,000
92
$130K 0.05%
1,000
93
$114K 0.04%
1,500
94
$112K 0.04%
1,000
95
$91K 0.03%
3,000
96
$90K 0.03%
6,000
97
$86K 0.03%
928
98
$84K 0.03%
1,800
99
$77K 0.03%
1,250
100
$77K 0.03%
1,209
1 2 3
4
5