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
$1.59B
AUM Growth
+$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$11M
3
+$10.4M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$10.1M
5
NVDA icon
NVIDIA
NVDA
+$9.69M

Top Sells

1
+$10M
2
+$9.49M
3
+$2.81M
4
AMT icon
American Tower
AMT
+$2.59M
5
SPAB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$357K 0.02%
4,340
-150
227
$356K 0.02%
4,632
+1
228
$354K 0.02%
1,345
229
$348K 0.02%
1,201
-200
230
$342K 0.02%
13,766
-750
231
$341K 0.02%
383
-100
232
$333K 0.02%
3,754
-20,802
233
$333K 0.02%
785
-208
234
$328K 0.02%
11,222
-1,356
235
$327K 0.02%
+1,443
236
$325K 0.02%
4,300
237
$320K 0.02%
2,703
238
$317K 0.02%
+4,790
239
$311K 0.02%
2,471
+8
240
$310K 0.02%
3,828
241
$300K 0.02%
1,555
-127
242
$293K 0.02%
3,281
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243
$287K 0.02%
1,607
244
$285K 0.02%
10,446
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245
$285K 0.02%
2,951
-29
246
$280K 0.02%
8,688
-288
247
$271K 0.02%
11,907
-337
248
$268K 0.02%
3,169
249
$266K 0.02%
720
+1
250
$264K 0.02%
+804
8 9
10
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