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
$223M
AUM Growth
-$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.88M
3
+$2.52M
4
TEL icon
TE Connectivity
TEL
+$845K
5
CPRI icon
Capri Holdings
CPRI
+$576K

Top Sells

1
+$2.82M
2
+$2.15M
3
+$888K
4
HD icon
Home Depot
HD
+$687K
5
PNC icon
PNC Financial Services
PNC
+$514K

Sector Composition

1 Financials 25.66%
2 Healthcare 15.13%
3 Technology 12.02%
4 Industrials 9.24%
5 Consumer Staples 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.42M 1.54%
24,830
-366
27
$3.42M 1.54%
79,365
-3,728
28
$3.42M 1.54%
31,961
-16
29
$3.41M 1.53%
60,522
-281
30
$3.38M 1.52%
132,249
+940
31
$3.35M 1.5%
148,492
-7,060
32
$3.27M 1.47%
80,664
+877
33
$3.26M 1.47%
49,613
+8,760
34
$3.23M 1.45%
51,816
-6,741
35
$3.21M 1.44%
57,168
-2,447
36
$3.18M 1.43%
61,893
+3,848
37
$3.15M 1.41%
113,711
-5,475
38
$3.14M 1.41%
31,584
-793
39
$3.1M 1.39%
22,137
-1,980
40
$2.95M 1.33%
40,036
-676
41
$2.94M 1.32%
40,994
+11,794
42
$2.88M 1.3%
+27,950
43
$2.83M 1.27%
35,370
+2,859
44
$2.75M 1.23%
34,969
+2,929
45
$2.72M 1.22%
55,940
-2,578
46
$2.7M 1.21%
12,869
+1,076
47
$2.65M 1.19%
28,960
+1,320
48
$2.59M 1.16%
23,035
-2,490
49
$2.58M 1.16%
30,887
+273
50
$2.54M 1.14%
102,842
+6,265
1
2
3 4