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
$259M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$919K
2
+$178K
3
+$2K

Top Sells

1
+$19.6M
2
+$1.12M
3
+$20

Sector Composition

1 Financials 41.49%
2 Industrials 17.24%
3 Healthcare 10.14%
4 Utilities 6.02%
5 Energy 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$63K 0.02%
1,209
102
$56K 0.02%
1,520
103
$52K 0.02%
2,588
104
$42K 0.02%
4,000
105
$37K 0.01%
256
106
$33K 0.01%
1,073
107
$21K 0.01%
932
108
$15K 0.01%
400
109
$14K 0.01%
1,277
110
$7K ﹤0.01%
163
111
$4K ﹤0.01%
138
112
$4K ﹤0.01%
658
113
$2K ﹤0.01%
+431
114
$1K ﹤0.01%
32
115
– –
-20,000
1 2 3 4
5