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
$213M
AUM Growth
+$810K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$1.53M
3
+$1.18M
4
CTSH icon
Cognizant
CTSH
+$748K
5
AMP icon
Ameriprise Financial
AMP
+$683K

Top Sells

1
+$1.13M
2
+$969K
3
+$499K
4
ORCL icon
Oracle
ORCL
+$398K
5
UNP icon
Union Pacific
UNP
+$379K

Sector Composition

1 Financials 25.69%
2 Healthcare 13.21%
3 Technology 11.68%
4 Energy 9.58%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 1.52%
35,291
+750
27
$3.15M 1.48%
44,579
-293
28
$3.14M 1.47%
82,140
-10,406
29
$3.13M 1.47%
58,525
-6,803
30
$3.11M 1.46%
56,921
+1,998
31
$3.1M 1.45%
31,250
-200
32
$3.06M 1.44%
37,822
-4,023
33
$3.03M 1.42%
70,946
-2,771
34
$3M 1.41%
25,336
-1,210
35
$2.99M 1.4%
29,390
-95
36
$2.95M 1.38%
81,625
-3,480
37
$2.94M 1.38%
41,221
+16,466
38
$2.93M 1.37%
58,620
-1,754
39
$2.92M 1.37%
38,089
-3,539
40
$2.86M 1.34%
23,713
-778
41
$2.84M 1.33%
31,944
+248
42
$2.82M 1.32%
25,037
+224
43
$2.8M 1.31%
36,186
-4,403
44
$2.79M 1.31%
22,229
-974
45
$2.74M 1.29%
43,726
-18,048
46
$2.73M 1.28%
27,622
+1,736
47
$2.73M 1.28%
11,520
-99
48
$2.66M 1.25%
40,001
+3,341
49
$2.63M 1.24%
99,006
-2,735
50
$2.6M 1.22%
58,080
+16,703
1
2
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