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
$188M
AUM Growth
+$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$628K
2
+$592K
3
+$324K
4
PEP icon
PepsiCo
PEP
+$274K
5
DD
Du Pont De Nemours E I
DD
+$262K

Top Sells

1
+$601K
2
+$494K
3
+$490K
4
ABT icon
Abbott
ABT
+$398K
5
GILD icon
Gilead Sciences
GILD
+$228K

Sector Composition

1 Financials 26.3%
2 Consumer Staples 10.79%
3 Energy 10.65%
4 Healthcare 10.35%
5 Technology 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 1.6%
117,073
+4,706
27
$2.99M 1.59%
116,850
-2,962
28
$2.94M 1.57%
62,953
-1,375
29
$2.93M 1.56%
61,196
+1,414
30
$2.91M 1.55%
36,702
-1,784
31
$2.88M 1.54%
31,897
+1,032
32
$2.86M 1.53%
28,681
-273
33
$2.85M 1.52%
86,068
-1,982
34
$2.79M 1.49%
15,733
-180
35
$2.78M 1.48%
28,503
+846
36
$2.76M 1.47%
35,550
-752
37
$2.74M 1.46%
42,865
+2,463
38
$2.71M 1.45%
44,413
-1,973
39
$2.7M 1.44%
28,058
+387
40
$2.66M 1.42%
41,611
-1,265
41
$2.62M 1.4%
38,635
-1,807
42
$2.5M 1.33%
10,978
-479
43
$2.45M 1.31%
42,351
-1,536
44
$2.44M 1.3%
39,140
+1,386
45
$2.39M 1.27%
53,406
+5,543
46
$2.37M 1.26%
28,402
+143
47
$2.32M 1.24%
37,511
+1,194
48
$2.23M 1.19%
85,556
+1,780
49
$2.22M 1.18%
25,615
+646
50
$2.12M 1.13%
44,336
+1,152
1
2
3 4