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
$213M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.52M
3
+$1.96M

Top Sells

1
+$2.86M
2
+$2.08M
3
+$1.44M
4
WTFC icon
Wintrust Financial
WTFC
+$1.36M
5
FCX icon
Freeport-McMoran
FCX
+$1.3M

Sector Composition

1 Financials 23.93%
2 Healthcare 15.78%
3 Industrials 11.32%
4 Consumer Staples 10.85%
5 Technology 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 5.29%
80,000
2
$9.81M 4.61%
60,000
3
$9.14M 4.3%
57,736
4
$8.46M 3.98%
150,675
5
$7.57M 3.56%
22,500
6
$7.1M 3.33%
52,408
7
$6.93M 3.26%
66,056
8
$6.5M 3.05%
38,000
9
$6.44M 3.03%
133,500
10
$6.39M 3%
36,000
11
$6.23M 2.93%
140,000
12
$6.09M 2.86%
90,000
13
$5.84M 2.74%
28,000
14
$5.67M 2.66%
22,500
15
$5.61M 2.64%
95,000
16
$5.42M 2.55%
25,000
+14,000
17
$5.36M 2.52%
47,018
18
$5.14M 2.42%
15,000
19
$5.1M 2.4%
14,200
+7,000
20
$5M 2.35%
30,000
21
$4.92M 2.31%
80,000
22
$4.8M 2.26%
22,000
23
$4.54M 2.13%
87,434
24
$4.39M 2.06%
17,000
25
$4.1M 1.93%
220,658
1
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