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
251
$215K 0.01%
+3,444
252
$214K 0.01%
1,444
253
$212K 0.01%
8,662
-962
254
$211K 0.01%
1,923
255
$210K 0.01%
4,845
-4,355
256
$208K 0.01%
9,458
257
$207K 0.01%
+435
258
$206K 0.01%
1,172
-3,085
259
$205K 0.01%
+197
260
$204K 0.01%
1,553
261
$201K 0.01%
8,966
-463
262
$200K 0.01%
+354
263
$200K 0.01%
+283
264
$154K 0.01%
10,000
265
$43.5K ﹤0.01%
15,205
266
$7.74K ﹤0.01%
10,752
267
– –
-11,926
268
– –
-25,036
269
– –
-455,735
270
– –
-9,099
271
– –
-1,040
272
– –
-2,645
273
– –
-5,179
274
– –
-782
275
– –
-9,024
8 9 10
11
12