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
$228M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$966K
3
+$520K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$378K
5
KO icon
Coca-Cola
KO
+$373K

Top Sells

1
+$2.8M
2
+$2.26M
3
+$396K
4
NFLX icon
Netflix
NFLX
+$253K
5
OXY icon
Occidental Petroleum
OXY
+$234K

Sector Composition

1 Financials 26.03%
2 Technology 12.11%
3 Healthcare 11.62%
4 Industrials 10.25%
5 Consumer Staples 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7M 1.62%
28,007
+590
27
$3.69M 1.62%
31,977
+8,357
28
$3.46M 1.52%
25,196
-140
29
$3.43M 1.5%
59,615
+1,090
30
$3.42M 1.5%
38,503
+681
31
$3.37M 1.48%
79,787
+8,841
32
$3.3M 1.45%
43,484
-242
33
$3.22M 1.41%
24,117
+404
34
$3.21M 1.41%
58,045
+1,124
35
$3.21M 1.41%
22,675
+446
36
$3.15M 1.38%
119,186
-1,785
37
$3.08M 1.35%
58,557
+477
38
$3.08M 1.35%
32,377
+433
39
$3.07M 1.34%
40,853
-368
40
$3.05M 1.34%
25,525
+488
41
$2.98M 1.3%
32,511
+1,261
42
$2.95M 1.29%
40,712
+711
43
$2.84M 1.24%
11,793
+273
44
$2.76M 1.21%
39,981
+1,892
45
$2.74M 1.2%
58,518
-102
46
$2.62M 1.15%
30,614
+1,224
47
$2.61M 1.14%
32,379
-2,912
48
$2.58M 1.13%
81,067
-558
49
$2.54M 1.11%
27,640
+18
50
$2.45M 1.07%
96,577
-2,429
1
2
3 4