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
$274M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M

Top Sells

1
+$244K
2
+$94.4K

Sector Composition

1 Financials 40.76%
2 Industrials 17.74%
3 Healthcare 11.21%
4 Utilities 5.68%
5 Energy 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$55K 0.02%
1,646
102
$52K 0.02%
1,520
103
$52K 0.02%
2,588
104
$43K 0.02%
256
105
$40K 0.01%
1,073
106
$28K 0.01%
4,000
107
$15K 0.01%
1,277
108
$15K 0.01%
932
109
$11K ﹤0.01%
400
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
– –
-8,024
1 2 3 4
5