UF

Univest Financial Portfolio holdings

AUM $1.78B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.3M
3
+$6.25M
4
LLY icon
Eli Lilly
LLY
+$4.97M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.62M

Top Sells

1
+$7.57M
2
+$6.92M
3
+$5.96M
4
AMAT icon
Applied Materials
AMAT
+$4.71M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.95M

Sector Composition

1 Technology 23.91%
2 Financials 8.94%
3 Communication Services 7.12%
4 Healthcare 7.04%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$311K 0.02%
2,016
-6
227
$304K 0.02%
720
228
$296K 0.02%
8,829
-137
229
$294K 0.02%
2,951
230
$287K 0.02%
628
231
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467
-235
232
$286K 0.02%
10,491
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233
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1,503
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234
$279K 0.02%
2,060
235
$271K 0.02%
2,140
-98
236
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3,603
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237
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3,138
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238
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239
$250K 0.01%
1,150
240
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2,928
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241
$243K 0.01%
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242
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244
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245
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283
246
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247
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742
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248
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435
249
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1,427
-17
250
$215K 0.01%
8,174
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7 8 9
10
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