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
$232M
AUM Growth
+$5.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$989K

Top Sells

1
+$1.7M
2
+$1.13M
3
+$96K

Sector Composition

1 Financials 36.38%
2 Industrials 15.04%
3 Healthcare 13.98%
4 Utilities 7.26%
5 Energy 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$53K 0.02%
1,209
102
$51K 0.02%
2,000
103
$42K 0.02%
2,678
104
$29K 0.01%
790
105
$19K 0.01%
719
106
$13K 0.01%
719
107
$1K ﹤0.01%
58
108
$1K ﹤0.01%
32
109
– –
-1,450
110
– –
-1,500
111
– –
-18,000
1 2 3 4
5