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
$204M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.47M
3
+$2.19M
4
EFX icon
Equifax
EFX
+$1.02M
5
TEL icon
TE Connectivity
TEL
+$474K

Top Sells

1
+$3.06M
2
+$2.45M
3
+$440K
4
PSX icon
Phillips 66
PSX
+$420K
5
NKE icon
Nike
NKE
+$393K

Sector Composition

1 Financials 26.21%
2 Healthcare 14.83%
3 Technology 11.42%
4 Industrials 9.23%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 1.6%
34,409
-652
27
$3.26M 1.6%
56,010
+4,521
28
$3.24M 1.59%
62,374
+2,106
29
$3.21M 1.57%
80,125
-2,848
30
$3.14M 1.54%
+45,145
31
$3.13M 1.53%
129,730
-2,955
32
$3.02M 1.48%
20,865
-2,229
33
$2.99M 1.47%
49,998
+7,917
34
$2.96M 1.45%
33,508
+1,227
35
$2.96M 1.45%
24,962
+324
36
$2.94M 1.44%
12,783
-262
37
$2.86M 1.4%
29,605
-18
38
$2.77M 1.35%
76,642
-1,766
39
$2.71M 1.33%
50,422
+306
40
$2.67M 1.31%
29,552
-2,247
41
$2.52M 1.23%
44,956
+4,340
42
$2.49M 1.22%
75,692
-486
43
$2.47M 1.21%
+100,518
44
$2.39M 1.17%
54,934
-518
45
$2.38M 1.16%
27,794
+25,581
46
$2.37M 1.16%
36,205
+254
47
$2.27M 1.11%
19,275
-2,611
48
$2.22M 1.09%
28,896
-5,473
49
$2.1M 1.03%
26,419
-492
50
$2.05M 1.01%
139,840
-6,760
1
2
3 4