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
$212M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.02M
3
+$492K
4
EOG icon
EOG Resources
EOG
+$322K
5
PNC icon
PNC Financial Services
PNC
+$315K

Top Sells

1
+$2.6M
2
+$1.94M
3
+$272K
4
MCD icon
McDonald's
MCD
+$264K
5
SBUX icon
Starbucks
SBUX
+$250K

Sector Composition

1 Financials 26.1%
2 Energy 10.99%
3 Technology 10.86%
4 Healthcare 10.53%
5 Industrials 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.42M 1.61%
31,450
+713
27
$3.41M 1.6%
129,463
+3,260
28
$3.4M 1.6%
34,541
+640
29
$3.39M 1.6%
41,845
+349
30
$3.35M 1.58%
86,440
+2,448
31
$3.32M 1.56%
62,944
+2,032
32
$3.22M 1.51%
40,947
+810
33
$3.18M 1.5%
26,546
+566
34
$3.18M 1.5%
54,923
-212
35
$3.12M 1.47%
73,717
-284
36
$3.11M 1.46%
44,872
+1,042
37
$3.1M 1.46%
24,813
+1,080
38
$3.02M 1.42%
25,886
+2,758
39
$2.95M 1.39%
60,374
+376
40
$2.95M 1.39%
40,589
+66
41
$2.93M 1.38%
11,619
+403
42
$2.91M 1.37%
24,491
+863
43
$2.83M 1.33%
75,030
-305
44
$2.81M 1.32%
31,696
+80
45
$2.79M 1.31%
34,645
-107
46
$2.74M 1.29%
52,121
-1,195
47
$2.72M 1.28%
101,741
-1,142
48
$2.67M 1.26%
23,203
+584
49
$2.66M 1.25%
36,660
+518
50
$2.64M 1.24%
24,799
-371
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