UF

Univest Financial Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.63%
This Quarter Est. Return
1 Year Est. Return
+16.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$4.76M
3
+$4.61M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.09M
5
NYX
NYSE EURONEXT INC
NYX
+$3.91M

Top Sells

No sells this quarter

Sector Composition

1 Financials 26.97%
2 Consumer Staples 11.02%
3 Energy 10.52%
4 Healthcare 10.02%
5 Technology 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.58%
+30,865
27
$2.83M 1.55%
+83,776
28
$2.83M 1.55%
+88,894
29
$2.83M 1.55%
+119,812
30
$2.8M 1.53%
+36,302
31
$2.78M 1.52%
+40,402
32
$2.77M 1.52%
+45,732
33
$2.74M 1.5%
+27,671
34
$2.73M 1.5%
+183,154
35
$2.73M 1.5%
+60,237
36
$2.72M 1.49%
+42,876
37
$2.7M 1.48%
+88,050
38
$2.7M 1.48%
+37,710
39
$2.67M 1.46%
+27,657
40
$2.65M 1.45%
+28,954
41
$2.6M 1.42%
+37,754
42
$2.59M 1.42%
+46,386
43
$2.59M 1.42%
+11,457
44
$2.58M 1.42%
+43,887
45
$2.5M 1.37%
+73,234
46
$2.37M 1.3%
+40,442
47
$2.33M 1.28%
+28,259
48
$2.24M 1.23%
+36,317
49
$2.16M 1.19%
+24,969
50
$1.98M 1.08%
+47,863
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