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
$282M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$206K

Top Sells

1
+$2.38M
2
+$278K
3
+$30.5K

Sector Composition

1 Financials 38.45%
2 Industrials 15.96%
3 Healthcare 13.97%
4 Utilities 7.85%
5 Consumer Staples 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$68K 0.02%
4,000
102
$65K 0.02%
2,588
103
$57K 0.02%
1,646
104
$54K 0.02%
1,209
105
$53K 0.02%
2,000
106
$50K 0.02%
1,250
107
$47K 0.02%
1,520
108
$28K 0.01%
256
109
$16K 0.01%
1,277
110
$16K 0.01%
932
111
$16K 0.01%
896
112
$14K 0.01%
400
113
$4K ﹤0.01%
138
114
$0 ﹤0.01%
58
115
$0 ﹤0.01%
32
116
– –
-4,953
1 2 3 4
5