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
$163M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$541K

Top Sells

1
+$2.19M
2
+$2.17M
3
+$2.14M
4
JPM icon
JPMorgan Chase
JPM
+$2M
5
KO icon
Coca-Cola
KO
+$1.45M

Sector Composition

1 Financials 22.34%
2 Healthcare 15.02%
3 Energy 11.11%
4 Industrials 10.48%
5 Utilities 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.75M 4.13%
38,000
2
$6.47M 3.96%
45,000
3
$6.37M 3.9%
90,000
4
$6.34M 3.88%
260,000
5
$5.98M 3.66%
55,000
6
$5.78M 3.54%
22,500
7
$5.41M 3.31%
133,500
8
$4.98M 3.05%
95,000
9
$4.92M 3.02%
25,000
10
$4.87M 2.98%
28,000
11
$4.8M 2.94%
22,500
12
$4.76M 2.92%
40,000
13
$4.69M 2.87%
80,000
14
$4.63M 2.84%
100,675
15
$4.5M 2.76%
40,000
-17,736
16
$4.48M 2.74%
14,200
17
$4.44M 2.72%
87,434
18
$4.36M 2.67%
140,000
19
$4.29M 2.63%
40,000
-20,000
20
$4.26M 2.61%
22,000
21
$4.2M 2.57%
27,408
22
$3.49M 2.14%
166,660
-53,998
23
$3.43M 2.1%
40,000
24
$3.08M 1.89%
72,910
25
$3.07M 1.88%
56,666
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