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
$201M
AUM Growth
+$7.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$331K
3
+$58.2K

Top Sells

1
+$1.67M
2
+$44K

Sector Composition

1 Financials 37.2%
2 Industrials 15.71%
3 Healthcare 13.09%
4 Utilities 7.07%
5 Energy 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$45K 0.02%
1,250
102
$40K 0.02%
1,052
103
$39K 0.02%
2,678
104
$13K 0.01%
364
105
$9K ﹤0.01%
331
106
$6K ﹤0.01%
331
107
$1K ﹤0.01%
58
108
$1K ﹤0.01%
32
109
– –
-1,400
110
– –
-2,910
1 2 3 4
5