UFG
United Fire Group Portfolio holdings
AUM $55M
1-Year Return
6%
This Quarter Return
+5.3%
1 Year Return
+6%
3 Year Return
+27.45%
5 Year Return
+61.02%
10 Year Return
+139.62%
AUM
$250M
AUM Growth
+$11.9M
(+5%)
Cap. Flow
+$391K
Cap. Flow
% of AUM
0.16%
Top 10 Holdings %
Top 10 Hldgs %
52.98%
Holding
115
New
1
Increased
1
Reduced
2
Closed
2
Top Buys
| 1 |
Dominion Energy
D
|
+$701K |
| 2 |
General Motors
GM
|
+$17.7K |
Top Sells
| 1 |
RTX Corp
RTX
|
+$232K |
| 2 |
APA Corp
APA
|
+$55.6K |
| 3 |
Rayonier
RYN
|
+$20K |
| 4 |
GM.WS.A
GENERAL MOTORS COMPANY WARRANT (EXPIRES 07/10/2016)
GM.WS.A
|
+$20K |
Sector Composition
| 1 | Financials | 36.34% |
| 2 | Industrials | 14.06% |
| 3 | Healthcare | 13.76% |
| 4 | Utilities | 8.72% |
| 5 | Consumer Staples | 6.27% |
