UF

Univest Financial Portfolio holdings

AUM $1.79B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
-$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$16.8M
3
+$13.6M
4
LLY icon
Eli Lilly
LLY
+$12.2M
5
PM icon
Philip Morris
PM
+$10.3M

Top Sells

1
+$14.9M
2
+$9.45M
3
+$9.35M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$9.07M
5
ROP icon
Roper Technologies
ROP
+$8.76M

Sector Composition

1 Technology 20.81%
2 Financials 10.33%
3 Healthcare 8.06%
4 Communication Services 5.6%
5 Consumer Discretionary 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$351K 0.02%
4,300
227
$350K 0.02%
11,222
228
$331K 0.02%
1,499
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229
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-164
230
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231
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-11
232
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233
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234
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235
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236
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237
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238
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628
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240
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75
241
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244
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245
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720
246
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247
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248
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249
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1,305
-302
250
$234K 0.02%
3,684
-4,206
8 9
10
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