UFG
United Fire Group Portfolio holdings
AUM $55M
1-Year Return
6%
This Quarter Return
-8.98%
1 Year Return
+6%
3 Year Return
+27.45%
5 Year Return
+61.02%
10 Year Return
+139.62%
AUM
$246M
AUM Growth
-$27.9M
(-10%)
Cap. Flow
-$686K
Cap. Flow
% of AUM
-0.28%
Top 10 Holdings %
Top 10 Hldgs %
58.84%
Holding
119
New
5
Increased
–
Reduced
5
Closed
1
Top Buys
| 1 |
RPM International
RPM
|
+$198K |
| 2 |
Cigna
CI
|
+$185K |
| 3 |
Resideo Technologies
REZI
|
+$130K |
| 4 |
Garrett Motion
GTX
|
+$47K |
Top Sells
| 1 |
ESRX
Express Scripts Holding Company
ESRX
|
+$380K |
| 2 |
Elevance Health
ELV
|
+$226K |
| 3 |
Honeywell
HON
|
+$218K |
| 4 |
Dominion Energy
D
|
+$214K |
| 5 |
Ford
F
|
+$185K |
Sector Composition
| 1 | Financials | 40.09% |
| 2 | Industrials | 16.81% |
| 3 | Healthcare | 11.84% |
| 4 | Utilities | 6.48% |
| 5 | Consumer Staples | 5.52% |
