UFG
United Fire Group Portfolio holdings
AUM $55M
1-Year Return
6%
This Quarter Return
+2.46%
1 Year Return
+6%
3 Year Return
+27.45%
5 Year Return
+61.02%
10 Year Return
+139.62%
AUM
$297M
AUM Growth
+$5.28M
(+1.8%)
Cap. Flow
+$881K
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
56.99%
Holding
122
New
4
Increased
–
Reduced
4
Closed
2
Top Buys
| 1 |
DTE Energy
DTE
|
+$1.04M |
| 2 |
Labcorp
LH
|
+$866K |
| 3 |
DTP
DTE Energy Company 2019 Corporate Units
DTP
|
+$411K |
| 4 |
Envista
NVST
|
+$48K |
Top Sells
| 1 |
AEPPL
American Electric Power Company, Inc. Corporate Unit
AEPPL
|
+$826K |
| 2 |
Dominion Energy
D
|
+$324K |
| 3 |
Lam Research
LRCX
|
+$146K |
| 4 |
RTX Corp
RTX
|
+$74.8K |
| 5 |
Old Republic International
ORI
|
+$67.1K |
Sector Composition
| 1 | Financials | 41.53% |
| 2 | Industrials | 15.72% |
| 3 | Healthcare | 11.79% |
| 4 | Utilities | 5.84% |
| 5 | Consumer Staples | 5.79% |
