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
$271M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$692K
2
+$408K
3
+$34K

Top Sells

1
+$23.5K

Sector Composition

1 Financials 40.68%
2 Industrials 14.74%
3 Healthcare 12.35%
4 Utilities 7.48%
5 Consumer Staples 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$90K 0.03%
1,140
102
$87K 0.03%
4,000
103
$76K 0.03%
3,000
104
$66K 0.02%
2,588
105
$57K 0.02%
1,646
106
$57K 0.02%
1,209
107
$51K 0.02%
2,000
108
$48K 0.02%
1,250
109
$45K 0.02%
896
110
$34K 0.01%
+1,520
111
$26K 0.01%
256
112
$16K 0.01%
932
113
$14K 0.01%
1,277
114
$3K ﹤0.01%
138
115
$0 ﹤0.01%
58
116
$0 ﹤0.01%
32
1 2 3 4
5