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
$238M
AUM Growth
-$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$250K
2
+$179K
3
+$132K
4
REMY
REMY INTL INC NEW COMMON
REMY
+$29K

Top Sells

1
+$1M
2
+$305K
3
+$32.4K

Sector Composition

1 Financials 36.16%
2 Healthcare 14.93%
3 Industrials 14.89%
4 Utilities 7.31%
5 Consumer Staples 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$66K 0.03%
4,000
102
$63K 0.03%
1,000
103
$61K 0.03%
2,500
104
$51K 0.02%
2,000
105
$50K 0.02%
1,250
106
$45K 0.02%
1,209
107
$38K 0.02%
1,025
108
$29K 0.01%
+1,322
109
$26K 0.01%
932
110
$18K 0.01%
932
111
$4K ﹤0.01%
138
112
$1K ﹤0.01%
58
113
$1K ﹤0.01%
32
1 2 3 4
5