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
$203M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$1.71M
3
+$1.28M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.23M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.06M

Top Sells

1
+$3.94M
2
+$2M
3
+$1.84M
4
ABT icon
Abbott
ABT
+$1.24M
5
GILD icon
Gilead Sciences
GILD
+$632K

Sector Composition

1 Financials 27.14%
2 Consumer Staples 10.74%
3 Healthcare 10.2%
4 Technology 9.88%
5 Industrials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.12M 1.54%
34,628
-2,457
27
$3.11M 1.53%
28,811
+308
28
$3.1M 1.53%
49,017
+6,152
29
$3.04M 1.5%
34,921
-1,781
30
$3.03M 1.49%
25,823
-2,858
31
$3.01M 1.49%
170,336
-9,832
32
$3.01M 1.48%
33,045
-3,873
33
$2.98M 1.47%
42,220
-3,403
34
$2.98M 1.47%
42,468
+4,957
35
$2.98M 1.47%
38,658
-3,693
36
$2.91M 1.44%
115,882
-968
37
$2.9M 1.43%
52,084
+7,748
38
$2.88M 1.42%
34,308
-1,242
39
$2.87M 1.41%
41,784
+173
40
$2.85M 1.41%
40,612
-3,801
41
$2.85M 1.4%
29,332
+1,274
42
$2.79M 1.38%
30,781
+2,379
43
$2.78M 1.37%
56,614
-6,339
44
$2.77M 1.36%
15,423
-310
45
$2.71M 1.34%
10,077
-901
46
$2.59M 1.28%
25,601
-19,760
47
$2.59M 1.28%
36,123
-2,512
48
$2.32M 1.14%
19,482
+14,345
49
$2.17M 1.07%
24,931
-684
50
$1.99M 0.98%
66,956
-18,600
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