UF

Univest Financial Portfolio holdings

AUM $1.89B
1-Year Est. Return 22.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.92%
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
+$9.73M
2
+$8.2M
3
+$7.52M
4
AMZN icon
Amazon
AMZN
+$7.18M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.04M

Top Sells

1
+$12.4M
2
+$5.96M
3
+$4.59M
4
CRL icon
Charles River Laboratories
CRL
+$4.21M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.71M

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
226
$280K 0.02%
+2,052
227
$278K 0.02%
75
228
$274K 0.02%
+374
229
$273K 0.02%
10,306
-341
230
$271K 0.02%
+2,478
231
$270K 0.02%
963
-873
232
$269K 0.02%
2,951
233
$267K 0.02%
46
+2
234
$267K 0.02%
2,060
235
$266K 0.02%
3,163
236
$257K 0.02%
1,686
+65
237
$247K 0.01%
1,436
+34
238
$247K 0.01%
33,800
+359
239
$246K 0.01%
2,130
240
$242K 0.01%
2,923
+5
241
$239K 0.01%
1,385
-114
242
$234K 0.01%
+1,125
243
$233K 0.01%
1,737
244
$233K 0.01%
778
245
$233K 0.01%
756
-109
246
$232K 0.01%
127
247
$226K 0.01%
+617
248
$222K 0.01%
+1,243
249
$219K 0.01%
+7,567
250
$215K 0.01%
2,472
+90
8 9
10
11 12