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
$207M
AUM Growth
+$691K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$185K
2
+$144K

Top Sells

1
+$10.1M
2
+$3.84M
3
+$1.31M
4
FDS icon
Factset
FDS
+$782K
5
BCE icon
BCE
BCE
+$606K

Sector Composition

1 Financials 33.96%
2 Healthcare 16.7%
3 Industrials 10.59%
4 Consumer Staples 7.96%
5 Utilities 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$362K 0.17%
5,029
77
$359K 0.17%
4,000
78
$357K 0.17%
8,000
79
$339K 0.16%
8,000
80
$335K 0.16%
3,408
81
$304K 0.15%
7,399
82
$212K 0.1%
2,000
83
$185K 0.09%
+3,250
84
$183K 0.09%
973
85
$162K 0.08%
2,500
86
$144K 0.07%
+6,500
87
$135K 0.07%
2,390
88
$123K 0.06%
1,000
89
$116K 0.06%
10,000
90
$114K 0.06%
928
91
$108K 0.05%
1,500
92
$87K 0.04%
1,000
93
$85K 0.04%
1,209
94
$85K 0.04%
1,477
95
$79K 0.04%
218
96
$78K 0.04%
6,000
97
$74K 0.04%
6,333
98
$73K 0.04%
1,250
99
$66K 0.03%
1,800
100
$64K 0.03%
6,000
1 2 3
4
5