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
$201M
AUM Growth
-$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.27M
3
+$2.01M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$1.32M
5
SU icon
Suncor Energy
SU
+$984K

Top Sells

1
+$2.32M
2
+$1.33M
3
+$1.32M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.23M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.06M

Sector Composition

1 Financials 27.33%
2 Technology 10.68%
3 Healthcare 10.47%
4 Energy 10.03%
5 Consumer Staples 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.11M 1.55%
41,496
-288
27
$3.1M 1.55%
83,992
+2,722
28
$3.1M 1.54%
33,901
+856
29
$3.08M 1.53%
43,407
-4,019
30
$3.05M 1.52%
30,737
-44
31
$2.99M 1.49%
55,135
-9,038
32
$2.98M 1.49%
75,335
-3,720
33
$2.95M 1.47%
25,980
+157
34
$2.93M 1.46%
42,146
-14,018
35
$2.92M 1.46%
41,501
-719
36
$2.91M 1.45%
29,852
-4,776
37
$2.87M 1.43%
82,215
+28,155
38
$2.86M 1.43%
74,001
-12,486
39
$2.85M 1.42%
59,998
+3,384
40
$2.83M 1.41%
11,216
+1,139
41
$2.8M 1.39%
31,616
-3,305
42
$2.76M 1.38%
53,316
-9,399
43
$2.73M 1.36%
102,883
-14,690
44
$2.71M 1.35%
14,707
-716
45
$2.7M 1.35%
23,733
+8,202
46
$2.68M 1.34%
34,752
-3,906
47
$2.66M 1.33%
25,170
-6,146
48
$2.66M 1.33%
40,523
-89
49
$2.66M 1.33%
36,142
+19
50
$2.6M 1.3%
23,628
+4,994
1
2
3 4