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
$1.53B
AUM Growth
-$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$16.8M
3
+$13.6M
4
LLY icon
Eli Lilly
LLY
+$12.2M
5
PM icon
Philip Morris
PM
+$10.3M

Top Sells

1
+$14.9M
2
+$9.45M
3
+$9.35M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$9.07M
5
ROP icon
Roper Technologies
ROP
+$8.76M

Sector Composition

1 Technology 20.81%
2 Financials 10.33%
3 Healthcare 8.06%
4 Communication Services 5.6%
5 Consumer Discretionary 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$234K 0.02%
+127
252
$229K 0.02%
1,737
+100
253
$227K 0.01%
+1,444
254
$227K 0.01%
770
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255
$227K 0.01%
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256
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+100
257
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726
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258
$221K 0.01%
782
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259
$219K 0.01%
11,527
-41,651
260
$216K 0.01%
+778
261
$214K 0.01%
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262
$214K 0.01%
+2,382
263
$213K 0.01%
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264
$212K 0.01%
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265
$212K 0.01%
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266
$210K 0.01%
9,458
267
$208K 0.01%
2,482
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268
$205K 0.01%
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269
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44
270
$203K 0.01%
+2,130
271
$202K 0.01%
+1,368
272
$200K 0.01%
+1,553
273
$134K 0.01%
10,000
274
$20.8K ﹤0.01%
15,205
275
$7.7K ﹤0.01%
+10,752
8 9 10
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