UFG
United Fire Group Portfolio holdings
AUM $55M
1-Year Return
6%
This Quarter Return
+7.64%
1 Year Return
+6%
3 Year Return
+27.45%
5 Year Return
+61.02%
10 Year Return
+139.62%
AUM
$198M
AUM Growth
-$8.85M
(-4.3%)
Cap. Flow
-$22.8M
Cap. Flow
% of AUM
-11.49%
Top 10 Holdings %
Top 10 Hldgs %
48.39%
Holding
116
New
–
Increased
3
Reduced
3
Closed
7
Top Buys
| 1 |
IBM
IBM
|
+$1.83M |
| 2 |
Johnson & Johnson
JNJ
|
+$614K |
| 3 |
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
|
+$268K |
Top Sells
| 1 |
Cincinnati Financial
CINF
|
+$7.31M |
| 2 |
Abbott
ABT
|
+$7.07M |
| 3 |
Boeing
BA
|
+$3.67M |
| 4 |
QCR Holdings
QCRH
|
+$3.53M |
| 5 |
Agilysys
AGYS
|
+$2.26M |
Sector Composition
| 1 | Financials | 30.23% |
| 2 | Healthcare | 16.62% |
| 3 | Industrials | 10.71% |
| 4 | Consumer Staples | 9.04% |
| 5 | Utilities | 8.71% |
