UFG
United Fire Group Portfolio holdings
AUM
$55M
This Quarter Return
-0.58%
1 Year Return
+6%
3 Year Return
+27.45%
5 Year Return
+61.02%
10 Year Return
+139.62%
AUM
$238M
AUM Growth
+$238M
(-1.2%)
Cap. Flow
-$601K
Cap. Flow
% of AUM
-0.25%
Top 10 Holdings %
Top 10 Hldgs %
54.74%
Holding
114
New
3
Increased
3
Reduced
2
Closed
–
Top Buys
| 1 |
Schlumberger
SLB
|
$250K |
| 2 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$179K |
| 3 |
Halliburton
HAL
|
$132K |
| 4 |
Gildan
GIL
|
$44.5K |
| 5 |
REMY
REMY INTL INC NEW COMMON
REMY
|
$29K |
Top Sells
| 1 |
US Bancorp
USB
|
$1M |
| 2 |
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
|
$305K |
Sector Composition
| 1 | Financials | 36.16% |
| 2 | Healthcare | 14.93% |
| 3 | Industrials | 14.89% |
| 4 | Utilities | 7.31% |
| 5 | Consumer Staples | 5.9% |
