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
$292M
AUM Growth
+$9.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$275K

Top Sells

1
+$159K
2
+$123K
3
+$81K

Sector Composition

1 Financials 41.2%
2 Industrials 16.88%
3 Healthcare 11.03%
4 Consumer Staples 5.95%
5 Utilities 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$416K 0.14%
6,807
77
$415K 0.14%
10,500
78
$405K 0.14%
7,500
79
$385K 0.13%
7,000
80
$324K 0.11%
4,000
-1,000
81
$313K 0.11%
4,000
82
$258K 0.09%
3,408
83
$235K 0.08%
3,000
84
$232K 0.08%
3,371
85
$230K 0.08%
2,000
86
$203K 0.07%
7,399
87
$199K 0.07%
2,500
88
$148K 0.05%
973
89
$142K 0.05%
1,500
90
$137K 0.05%
2,390
91
$124K 0.04%
6,000
92
$119K 0.04%
1,000
93
$113K 0.04%
6,000
94
$106K 0.04%
3,000
95
$106K 0.04%
1,477
96
$104K 0.04%
928
97
$96K 0.03%
10,000
98
$91K 0.03%
1,209
99
$91K 0.03%
6,333
100
$89K 0.03%
1,000
1 2 3
4
5