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
$292M
AUM Growth
+$9.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$275K

Top Sells

1
+$159K
2
+$123K
3
+$81K

Sector Composition

1 Financials 41.2%
2 Industrials 16.88%
3 Healthcare 11.03%
4 Consumer Staples 5.95%
5 Utilities 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$85K 0.03%
1,800
102
$78K 0.03%
2,081
103
$76K 0.03%
1,250
104
$64K 0.02%
218
105
$64K 0.02%
6,000
106
$60K 0.02%
1,714
107
$53K 0.02%
256
108
$42K 0.01%
1,073
109
$39K 0.01%
1,520
110
$38K 0.01%
3,800
111
$20K 0.01%
2,588
112
$15K 0.01%
1,277
113
$11K ﹤0.01%
400
114
$7K ﹤0.01%
163
115
$6K ﹤0.01%
138
116
$5K ﹤0.01%
4,000
117
$1K ﹤0.01%
32
118
$1K ﹤0.01%
658
1 2 3 4
5