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

Top Buys

1
+$79.1M
2
+$77.8M
3
+$72.9M
4
MSFT icon
Microsoft
MSFT
+$51.1M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$49.3M

Top Sells

1
+$1.08M
2
+$287K
3
+$254K
4
T icon
AT&T
T
+$29.2K
5
PEG icon
Public Service Enterprise Group
PEG
+$559

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
276
$148K 0.01%
+10,000
277
$142K 0.01%
+35,200
278
$136K 0.01%
+74,200
279
$106K 0.01%
+16,300
280
$69.6K ﹤0.01%
+11,200
281
– –
-7,938
282
– –
-7,345
8 9 10 11
12