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
$201M
AUM Growth
+$7.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$331K
3
+$58.2K

Top Sells

1
+$1.67M
2
+$44K

Sector Composition

1 Financials 37.2%
2 Industrials 15.71%
3 Healthcare 13.09%
4 Utilities 7.07%
5 Energy 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25M 12.44%
682,884
2
$15.1M 7.52%
320,276
3
$10.5M 5.25%
255,086
4
$10.1M 5.01%
225,000
5
$9.47M 4.72%
230,523
6
$9.41M 4.69%
70,830
7
$8.81M 4.39%
75,000
8
$7.47M 3.72%
225,000
9
$6.57M 3.27%
57,382
10
$6.53M 3.25%
84,263
11
$6.05M 3.02%
244,400
12
$5.75M 2.86%
76,000
13
$4.41M 2.2%
66,056
14
$3.92M 1.95%
254,690
15
$3.44M 1.71%
40,000
16
$3.44M 1.71%
134,598
17
$3.29M 1.64%
38,000
18
$3.22M 1.6%
94,096
19
$3.16M 1.57%
39,859
20
$2.98M 1.49%
57,736
21
$2.69M 1.34%
55,065
22
$2.65M 1.32%
30,000
23
$2.63M 1.31%
40,000
24
$2.61M 1.3%
55,997
25
$2.48M 1.24%
90,000
1
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