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
$251M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$102K

Top Sells

1
+$2.21M
2
+$262K
3
+$100K
4
D icon
Dominion Energy
D
+$74.3K
5
APA icon
APA Corp
APA
+$31.9K

Sector Composition

1 Financials 37.34%
2 Industrials 14.35%
3 Healthcare 13.93%
4 Utilities 8.16%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$80K 0.03%
2,020
102
$66K 0.03%
4,000
103
$56K 0.02%
896
104
$52K 0.02%
1,646
105
$52K 0.02%
1,209
106
$51K 0.02%
2,000
107
$45K 0.02%
1,250
108
$23K 0.01%
256
109
$13K 0.01%
1,277
110
$13K 0.01%
932
111
$2K ﹤0.01%
138
112
$0 ﹤0.01%
58
113
$0 ﹤0.01%
32
114
– –
-33,528
1 2 3 4
5