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
$1.59B
AUM Growth
+$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$11M
3
+$10.4M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$10.1M
5
NVDA icon
NVIDIA
NVDA
+$9.69M

Top Sells

1
+$10M
2
+$9.49M
3
+$2.81M
4
AMT icon
American Tower
AMT
+$2.59M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.94M

Sector Composition

1 Technology 22.72%
2 Financials 9.9%
3 Healthcare 7.35%
4 Communication Services 5.68%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$255K 0.02%
445
252
$252K 0.02%
1,142
-575
253
$248K 0.02%
1,360
254
$247K 0.02%
33,083
255
$247K 0.02%
845
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256
$240K 0.02%
75
257
$236K 0.01%
2,023
258
$234K 0.01%
2,915
+7
259
$226K 0.01%
1,099
-149
260
$224K 0.01%
1,823
+95
261
$224K 0.01%
1,459
262
$223K 0.01%
+9,621
263
$223K 0.01%
1,768
-711
264
$219K 0.01%
+44
265
$216K 0.01%
1,243
-1,184
266
$211K 0.01%
200
267
$207K 0.01%
+9,458
268
$201K 0.01%
354
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269
$201K 0.01%
1,637
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270
$200K 0.01%
+1,938
271
$141K 0.01%
10,000
272
$51.8K ﹤0.01%
15,205
-19,995
273
– –
-1,368
274
– –
-1,310
275
– –
-2,709
8 9 10
11
12