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
$1.52B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$80.8M
3
+$76M
4
MSFT icon
Microsoft
MSFT
+$51.4M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$50M

Top Sells

1
+$1.01M
2
+$287K
3
+$254K
4
T icon
AT&T
T
+$32.3K
5
PEG icon
Public Service Enterprise Group
PEG
+$624

Sector Composition

1 Technology 21.67%
2 Healthcare 9.78%
3 Financials 9.77%
4 Consumer Discretionary 5.78%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$256K 0.02%
1,994
252
$250K 0.02%
+2,778
253
$248K 0.02%
+1,459
254
$244K 0.02%
+2,908
255
$241K 0.02%
+1,607
256
$236K 0.02%
+75
257
$230K 0.02%
+443
258
$224K 0.01%
+1,248
259
$222K 0.01%
+1,643
260
$220K 0.01%
+445
261
$219K 0.01%
+435
262
$217K 0.01%
+3,529
263
$213K 0.01%
1,310
264
$213K 0.01%
+2,709
265
$212K 0.01%
+33,083
266
$209K 0.01%
+1,728
267
$208K 0.01%
+1,008
268
$208K 0.01%
+200
269
$207K 0.01%
+7,553
270
$207K 0.01%
+1,511
271
$206K 0.01%
+1,329
272
$206K 0.01%
+5,348
273
$206K 0.01%
+361
274
$200K 0.01%
+405
275
$200K 0.01%
+1,368
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