UF
Univest Financial Portfolio holdings
AUM
$1.67B
This Quarter Return
+0.37%
1 Year Return
+16.63%
3 Year Return
+60.39%
5 Year Return
+100.25%
10 Year Return
+209.48%
AUM
$1.59B
AUM Growth
+$1.59B
(+4.4%)
Cap. Flow
+$88.7M
Cap. Flow
% of AUM
5.59%
Top 10 Holdings %
Top 10 Hldgs %
41.25%
Holding
293
New
13
Increased
112
Reduced
122
Closed
21
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$26.2M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$11M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$10.4M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$10.1M |
| 5 |
NVIDIA
NVDA
|
$9.69M |
Top Sells
| 1 |
Nike
NKE
|
$10M |
| 2 |
Estee Lauder
EL
|
$9.49M |
| 3 |
Thermo Fisher Scientific
TMO
|
$2.81M |
| 4 |
American Tower
AMT
|
$2.59M |
| 5 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$1.94M |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 9.9% |
| 3 | Healthcare | 7.35% |
| 4 | Communication Services | 5.68% |
| 5 | Consumer Discretionary | 5.08% |
