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
$236M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$52K

Top Sells

1
+$250K
2
+$39K
3
+$30.5K
4
APA icon
APA Corp
APA
+$24.4K
5
JAX
J. Alexander's Holdings, Inc.
JAX
+$11

Sector Composition

1 Financials 38.16%
2 Healthcare 14.38%
3 Industrials 14.36%
4 Utilities 7.17%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$52K 0.02%
+2,000
102
$48K 0.02%
2,588
103
$45K 0.02%
1,250
104
$42K 0.02%
1,209
105
$35K 0.01%
1,025
106
$23K 0.01%
932
107
$22K 0.01%
256
108
$18K 0.01%
835
109
$15K 0.01%
932
110
$14K 0.01%
1,277
-1
111
$3K ﹤0.01%
138
112
$0 ﹤0.01%
58
113
$0 ﹤0.01%
32
114
– –
-1,322
115
– –
-5,000
1 2 3 4
5