UFG

United Fire Group Portfolio holdings

AUM $55M
1-Year Est. Return 6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2.76M
3
+$2.64M
4
VZ icon
Verizon
VZ
+$2.48M
5
KO icon
Coca-Cola
KO
+$2.01M

Top Sells

1
+$9.49M
2
+$7.19M
3
+$4.03M
4
ORI icon
Old Republic International
ORI
+$3.01M
5
DD icon
DuPont de Nemours
DD
+$2.27M

Sector Composition

1 Financials 27.63%
2 Industrials 14.3%
3 Healthcare 13.98%
4 Consumer Staples 9.93%
5 Utilities 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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