UFG

United Fire Group Portfolio holdings

AUM $55M
1-Year Est. Return 6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
-$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$222K
3
+$116K
4
VVX icon
V2X
VVX
+$2.72K

Top Sells

1
+$223K
2
+$134K
3
+$55K
4
XLS
EXELIS INC COM STK
XLS
+$2.89K

Sector Composition

1 Financials 36.06%
2 Industrials 14.47%
3 Healthcare 14.31%
4 Utilities 6.96%
5 Energy 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$53K 0.02%
4,000
102
$51K 0.02%
2,000
103
$49K 0.02%
1,209
104
$41K 0.02%
2,500
-178
105
$25K 0.01%
790
106
$16K 0.01%
719
107
$10K ﹤0.01%
719
108
$3K ﹤0.01%
+139
109
$1K ﹤0.01%
58
110
$1K ﹤0.01%
32
111
– –
-1,052
112
– –
-25,420
1 2 3 4
5