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
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$477K

Top Sells

1
+$1.01M

Sector Composition

1 Financials 36.05%
2 Industrials 14.58%
3 Healthcare 13.75%
4 Utilities 8.31%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$69K 0.03%
4,000
102
$58K 0.02%
2,588
103
$52K 0.02%
2,000
104
$46K 0.02%
1,250
105
$44K 0.02%
1,209
106
$32K 0.01%
1,025
107
$20K 0.01%
256
108
$20K 0.01%
835
109
$20K 0.01%
932
110
$13K 0.01%
1,277
111
$13K 0.01%
932
112
$3K ﹤0.01%
138
113
$1K ﹤0.01%
32
114
$0 ﹤0.01%
58
1 2 3 4
5