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
$1.67B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.75M
3
+$7.96M
4
NVDA icon
NVIDIA
NVDA
+$7.59M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.58M

Top Sells

1
+$12.4M
2
+$6.62M
3
+$4.83M
4
CRL icon
Charles River Laboratories
CRL
+$4.79M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.7M

Sector Composition

1 Technology 23.35%
2 Financials 9.64%
3 Healthcare 6.86%
4 Communication Services 6.75%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
226
Palantir
PLTR
$410B
$280K 0.02%
+2,052
AZO icon
227
AutoZone
AZO
$63.5B
$278K 0.02%
75
MCK icon
228
McKesson
MCK
$104B
$274K 0.02%
+374
SCHD icon
229
Schwab US Dividend Equity ETF
SCHD
$71.2B
$273K 0.02%
10,306
-341
VONG icon
230
Vanguard Russell 1000 Growth ETF
VONG
$33B
$271K 0.02%
+2,478
VO icon
231
Vanguard Mid-Cap ETF
VO
$86.9B
$270K 0.02%
963
-873
AVUV icon
232
Avantis US Small Cap Value ETF
AVUV
$18.1B
$269K 0.02%
2,951
BKNG icon
233
Booking.com
BKNG
$164B
$267K 0.02%
46
+2
NUE icon
234
Nucor
NUE
$33.4B
$267K 0.02%
2,060
PEG icon
235
Public Service Enterprise Group
PEG
$41.1B
$266K 0.02%
3,163
MMM icon
236
3M
MMM
$90.6B
$257K 0.02%
1,686
+65
BDX icon
237
Becton Dickinson
BDX
$55.3B
$247K 0.01%
1,436
+34
LNKB icon
238
LINKBANCORP
LNKB
$285M
$247K 0.01%
33,800
+359
SHOP icon
239
Shopify
SHOP
$191B
$246K 0.01%
2,130
VCIT icon
240
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.5B
$242K 0.01%
2,923
+5
FISV
241
Fiserv, Inc. Common Stock
FISV
$34.7B
$239K 0.01%
1,385
-114
TXN icon
242
Texas Instruments
TXN
$147B
$234K 0.01%
+1,125
VLO icon
243
Valero Energy
VLO
$53.6B
$233K 0.01%
1,737
COR icon
244
Cencora
COR
$70.9B
$233K 0.01%
778
ADP icon
245
Automatic Data Processing
ADP
$103B
$233K 0.01%
756
-109
FICO icon
246
Fair Isaac
FICO
$41.2B
$232K 0.01%
127
MGK icon
247
Vanguard Mega Cap Growth ETF
MGK
$31.2B
$226K 0.01%
+617
CDW icon
248
CDW
CDW
$19.1B
$222K 0.01%
+1,243
DFAE icon
249
Dimensional Emerging Core Equity Market ETF
DFAE
$7.06B
$219K 0.01%
+7,567
MDT icon
250
Medtronic
MDT
$123B
$215K 0.01%
2,472
+90
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