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
251
$212K 0.01%
2,630
-455
252
$209K 0.01%
+5,229
253
$207K 0.01%
348
-6
254
$207K 0.01%
+1,277
255
$202K 0.01%
+2,256
256
$202K 0.01%
+1,419
257
$165K 0.01%
10,000
258
$155K 0.01%
21,794
-12,006
259
$48.8K ﹤0.01%
15,205
260
$15.6K ﹤0.01%
10,752
261
– –
-9,458
262
– –
-1,172
263
– –
-1,243
264
– –
-1,737
265
– –
-9,387
266
– –
-197
267
– –
-13,766
268
– –
-2,652
269
– –
-1,125
270
– –
-1,553
271
– –
-2,472
272
– –
-2,189
7 8 9 10
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