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
$240M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$653K
2
+$64K
3
+$20K

Top Sells

1
+$61K
2
+$39.7K

Sector Composition

1 Financials 36.96%
2 Healthcare 15.79%
3 Industrials 14.46%
4 Utilities 6.66%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$65K 0.03%
4,000
102
$64K 0.03%
+2,588
103
$52K 0.02%
1,250
104
$51K 0.02%
2,000
105
$41K 0.02%
1,209
106
$34K 0.01%
1,025
107
$29K 0.01%
1,322
108
$22K 0.01%
932
109
$20K 0.01%
+256
110
$15K 0.01%
932
111
$14K 0.01%
431
-1,221
112
$3K ﹤0.01%
138
113
$1K ﹤0.01%
58
114
$1K ﹤0.01%
32
115
– –
-2,500
1 2 3 4
5