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 |
State Street Health Care Select Sector SPDR ETF
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
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.38B
| – | – |
-47,312
|
|
||
277
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.5B
| – | – |
-6,737
|
|
||
278
iShares Core MSCI Emerging Markets ETF
IEMG
$131B
| – | – |
-25,954
|
|
||
279
iShares Russell 2000 Value ETF
IWN
$12.8B
| – | – |
-8,148
|
|
||
280
iShares Russell Mid-Cap Value ETF
IWS
$14.8B
| – | – |
-11,926
|
|
||
281
Lamb Weston
LW
$6.08B
| – | – |
-25,036
|
|
||
282
Nike
NKE
$95.1B
| – | – |
-3,684
|
|
||
283
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
| – | – |
-6,770
|
|
||
284
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
| – | – |
-455,735
|
|
||
285
Vanguard Real Estate ETF
VNQ
$35B
| – | – |
-9,099
|
|
||
286
Verisk Analytics
VRSK
$30.5B
| – | – |
-1,040
|
|
||
287
Vanguard Russell 2000 ETF
VTWO
$14.8B
| – | – |
-2,645
|
|
||
288
Essential Utilities
WTRG
$11.1B
| – | – |
-5,179
|
|
||
289
Zebra Technologies
ZBRA
$12.5B
| – | – |
-782
|
|