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
$194M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$24.7M
2 +$14.7M
3 +$10.5M
4
ABBV icon
AbbVie
ABBV
+$9.3M
5
WTFC icon
Wintrust Financial
WTFC
+$8.82M

Top Sells

No sells this quarter

Sector Composition

1 Financials 37.39%
2 Industrials 14.55%
3 Healthcare 13.23%
4 Utilities 7.45%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$37K 0.02%
+1,250
102
$34K 0.02%
+2,678
103
$33K 0.02%
+2,043
104
$12K 0.01%
+364
105
$8K ﹤0.01%
+331
106
$5K ﹤0.01%
+331
107
$1K ﹤0.01%
+58
108
$1K ﹤0.01%
+32