UFG
United Fire Group Portfolio holdings
AUM $55M
1-Year Return
6%
This Quarter Return
+10.71%
1 Year Return
+6%
3 Year Return
+27.45%
5 Year Return
+61.02%
10 Year Return
+139.62%
AUM
$269M
AUM Growth
+$22.7M
(+9.2%)
Cap. Flow
-$1.94M
Cap. Flow
% of AUM
-0.72%
Top 10 Holdings %
Top 10 Hldgs %
58.08%
Holding
119
New
1
Increased
3
Reduced
3
Closed
5
Top Buys
| 1 |
Welltower
WELL
|
+$1.2M |
| 2 |
Bank of America Series L
BAC.PRL
|
+$131K |
| 3 |
Wabtec
WAB
|
+$109K |
| 4 |
General Motors
GM
|
+$16.1K |
Top Sells
| 1 |
VVC
Vectren Corporation
VVC
|
+$1.92M |
| 2 |
US Bancorp
USB
|
+$916K |
| 3 |
Ford
F
|
+$306K |
| 4 |
APA Corp
APA
|
+$118K |
| 5 |
GE Aerospace
GE
|
+$110K |
Sector Composition
| 1 | Financials | 38.64% |
| 2 | Industrials | 18.2% |
| 3 | Healthcare | 11.75% |
| 4 | Utilities | 5.7% |
| 5 | Consumer Staples | 5.62% |
