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
$193M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.98M
3
+$2.58M
4
VZ icon
Verizon
VZ
+$2.56M
5
KO icon
Coca-Cola
KO
+$2.11M

Top Sells

1
+$10.5M
2
+$7.73M
3
+$4.07M
4
ORI icon
Old Republic International
ORI
+$3.28M
5
DD icon
DuPont de Nemours
DD
+$2.3M

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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