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
$218M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$484K
3
+$435K
4
PRU icon
Prudential Financial
PRU
+$432K
5
CSCO icon
Cisco
CSCO
+$387K

Top Sells

1
+$3.26M
2
+$2.54M
3
+$630K
4
AAPL icon
Apple
AAPL
+$319K
5
DIS icon
Walt Disney
DIS
+$287K

Sector Composition

1 Financials 26.55%
2 Healthcare 15.8%
3 Technology 11.6%
4 Industrials 8.88%
5 Energy 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.41M 1.57%
27,305
+16
27
$3.34M 1.53%
51,489
-4,359
28
$3.25M 1.5%
82,973
+2,309
29
$3.18M 1.46%
52,047
+231
30
$3.18M 1.46%
24,638
-192
31
$3.16M 1.45%
78,408
-957
32
$3.14M 1.44%
50,116
+189
33
$3.12M 1.43%
23,094
+351
34
$3.11M 1.43%
29,623
+1,673
35
$3.09M 1.42%
31,799
+215
36
$3.08M 1.41%
32,281
+589
37
$3.07M 1.41%
113,840
+129
38
$3.06M 1.41%
62,514
+621
39
$3.05M 1.4%
35,951
+581
40
$2.83M 1.3%
40,616
+580
41
$2.82M 1.29%
146,600
-1,892
42
$2.77M 1.27%
21,886
-251
43
$2.77M 1.27%
34,369
-600
44
$2.71M 1.24%
42,081
+1,087
45
$2.61M 1.2%
30,318
-569
46
$2.61M 1.2%
13,045
+176
47
$2.58M 1.19%
55,452
-488
48
$2.54M 1.17%
29,057
+97
49
$2.5M 1.15%
32,206
+666
50
$2.45M 1.12%
22,949
-86
1
2
3 4