UF
Univest Financial Portfolio holdings
AUM
$1.79B
1-Year Est. Return
17.46%
1 Year Est. Return
+17.46%
AUM
$1.67B
AUM Growth
+$136M
(+8.9%)
Holding
289
Top Buys
| 1 | +$10.8M | |
| 2 | +$9.75M | |
| 3 | +$7.96M | |
| 4 |
NVIDIA
NVDA
|
+$7.59M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$7.58M |
Top Sells
| 1 | +$12.4M | |
| 2 | +$6.62M | |
| 3 | +$4.83M | |
| 4 |
Charles River Laboratories
CRL
|
+$4.79M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$3.7M |
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 | |
|---|---|---|---|---|---|---|
276
iShares Russell Mid-Cap Value ETF
IWS
$14B
| – | – |
-11,926
|
|
||
277
iShares Russell 2000 Value ETF
IWN
$11.8B
| – | – |
-8,148
|
|
||
278
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
| – | – |
-25,954
|
|
||
279
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
| – | – |
-6,737
|
|
||
280
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.29B
| – | – |
-47,312
|
|
||
281
Flowers Foods
FLO
$2.41B
| – | – |
-11,527
|
|
||
282
iShares MSCI EAFE ETF
EFA
$68.9B
| – | – |
-4,300
|
|
||
283
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
| – | – |
-3,828
|
|
||
284
BP
BP
$93.3B
| – | – |
-7,094
|
|
||
285
Bank of New York Mellon
BK
$77.4B
| – | – |
-2,482
|
|
||
286
American Water Works
AWK
$25.7B
| – | – |
-1,368
|
|
||
287
Aptiv
APTV
$17.5B
| – | – |
-42,826
|
|
||
288
Air Products & Chemicals
APD
$58.5B
| – | – |
-770
|
|
||
289
Autodesk
ADSK
$63.3B
| – | – |
-9,024
|
|