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
$226M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$58.7K

Top Sells

1
+$477K
2
+$455K
3
+$34

Sector Composition

1 Financials 37.32%
2 Industrials 15.09%
3 Healthcare 13.35%
4 Utilities 6.99%
5 Energy 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$62K 0.03%
4,000
102
$56K 0.02%
1,052
103
$53K 0.02%
1,250
104
$50K 0.02%
2,000
105
$48K 0.02%
2,678
106
$27K 0.01%
790
-1
107
$18K 0.01%
719
108
$13K 0.01%
719
109
$1K ﹤0.01%
58
110
$1K ﹤0.01%
32
1 2 3 4
5