UFG
United Fire Group Portfolio holdings
AUM $55M
1-Year Return
6%
This Quarter Return
+4.05%
1 Year Return
+6%
3 Year Return
+27.45%
5 Year Return
+61.02%
10 Year Return
+139.62%
AUM
$292M
AUM Growth
+$9.55M
(+3.4%)
Cap. Flow
-$87.1K
Cap. Flow
% of AUM
-0.03%
Top 10 Holdings %
Top 10 Hldgs %
58.58%
Holding
118
New
–
Increased
1
Reduced
3
Closed
–
Top Buys
| 1 |
AEPPL
American Electric Power Company, Inc. Corporate Unit
AEPPL
|
+$275K |
Top Sells
| 1 |
Welltower
WELL
|
+$159K |
| 2 |
Lam Research
LRCX
|
+$123K |
| 3 |
Dominion Energy
D
|
+$81K |
Sector Composition
| 1 | Financials | 41.2% |
| 2 | Industrials | 16.88% |
| 3 | Healthcare | 11.03% |
| 4 | Consumer Staples | 5.95% |
| 5 | Utilities | 5.83% |
