UFG
United Fire Group Portfolio holdings
AUM $55M
1-Year Return
6%
This Quarter Return
-26.88%
1 Year Return
+6%
3 Year Return
+27.45%
5 Year Return
+61.02%
10 Year Return
+139.62%
AUM
$206M
AUM Growth
-$90.6M
(-31%)
Cap. Flow
+$268K
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
52.68%
Holding
121
New
1
Increased
–
Reduced
4
Closed
2
Top Buys
| 1 |
AEPPL
American Electric Power Company, Inc. Corporate Unit
AEPPL
|
+$1.44M |
Top Sells
| 1 |
Cincinnati Financial
CINF
|
+$717K |
| 2 |
RPM International
RPM
|
+$259K |
| 3 |
Welltower
WELL
|
+$195K |
| 4 |
Labcorp
LH
|
+$109 |
| 5 |
Envista
NVST
|
+$15 |
Sector Composition
| 1 | Financials | 36.4% |
| 2 | Healthcare | 14.91% |
| 3 | Industrials | 13.45% |
| 4 | Utilities | 7.53% |
| 5 | Consumer Staples | 7.3% |
