UF

Univest Financial Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.63%
This Quarter Est. Return
1 Year Est. Return
+16.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$80.8M
3
+$76M
4
MSFT icon
Microsoft
MSFT
+$51.4M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$50M

Top Sells

1
+$1.01M
2
+$287K
3
+$254K
4
T icon
AT&T
T
+$32.3K
5
PEG icon
Public Service Enterprise Group
PEG
+$624

Sector Composition

1 Technology 21.67%
2 Healthcare 9.78%
3 Financials 9.77%
4 Consumer Discretionary 5.78%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$344K 0.02%
+6,093
227
$343K 0.02%
+483
228
$342K 0.02%
+3,828
229
$338K 0.02%
+2,479
230
$337K 0.02%
2,680
231
$333K 0.02%
+4,631
232
$333K 0.02%
+3,043
233
$324K 0.02%
+1,303
234
$319K 0.02%
+1,682
235
$319K 0.02%
+3,828
236
$310K 0.02%
+8,976
237
$305K 0.02%
+3,776
238
$304K 0.02%
+2,023
239
$299K 0.02%
+2,703
240
$296K 0.02%
+12,472
241
$294K 0.02%
+3,360
242
$286K 0.02%
+2,980
243
$283K 0.02%
3,169
-7
244
$280K 0.02%
1,360
245
$280K 0.02%
+719
246
$279K 0.02%
867
247
$277K 0.02%
+9,822
248
$269K 0.02%
12,244
-1,469
249
$263K 0.02%
+951
250
$257K 0.02%
+2,463
8 9
10
11 12