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UFG
United Fire Group Portfolio holdings
AUM
$55M
1-Year Est. Return
6%
This Fund
S&P 500
1 Year Est. Return
+6%
AUM
$51.2M
AUM Growth
-$78.4M
(-60%)
Holding
37
Top Buys
No buys this quarter
Top Sells
| 1 | +$6.99M | |
| 2 | +$6.29M | |
| 3 | +$6M | |
| 4 |
Honeywell
HON
|
+$5.81M |
| 5 |
Cummins
CMI
|
+$5.39M |
Sector Composition
| 1 | Energy | 18.62% |
| 2 | Financials | 17.01% |
| 3 | Materials | 13.62% |
| 4 | Consumer Staples | 11.19% |
| 5 | Industrials | 8.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Honeywell
HON
$145B
| – | – |
-29,708
|
|
||
27
Johnson & Johnson
JNJ
$564B
| – | – |
-38,000
|
|
||
28
Coca-Cola
KO
$344B
| – | – |
-25,000
|
|
||
29
PepsiCo
PEP
$194B
| – | – |
-10,000
|
|
||
30
AT&T
T
$156B
| – | – |
-165,160
|
|
||
31
Verizon
VZ
$191B
| – | – |
-85,172
|
|
||
|
WBA
32
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-10,000
|
|
||
33
Walmart Inc
WMT
$940B
| – | – |
-133,500
|
|
||
34
Exxon Mobil
XOM
$583B
| – | – |
-40,000
|
|
||
35
Bank of America
BAC
$401B
| – | – |
-110,000
|
|
||
36
Deere & Co
DE
$159B
| – | – |
-10,000
|
|
||
37
Apple
AAPL
$4.35T
| – | – |
-20,000
|
|