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
$219M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.56M
3
+$1.71M
4
BND icon
Vanguard Total Bond Market
BND
+$1.1M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$592K

Top Sells

1
+$3.58M
2
+$3.52M
3
+$557K
4
AMP icon
Ameriprise Financial
AMP
+$497K
5
EOG icon
EOG Resources
EOG
+$464K

Sector Composition

1 Financials 25.69%
2 Healthcare 15.08%
3 Technology 10.89%
4 Industrials 8.91%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 1.56%
47,214
+1,263
27
$3.42M 1.56%
79,645
-480
28
$3.4M 1.55%
56,680
+981
29
$3.37M 1.54%
62,795
+421
30
$3.34M 1.52%
20,654
-211
31
$3.34M 1.52%
129,902
+172
32
$3.22M 1.47%
49,831
-167
33
$3.13M 1.43%
24,858
-104
34
$3.01M 1.37%
12,955
+172
35
$2.95M 1.35%
29,853
+301
36
$2.83M 1.29%
77,565
+923
37
$2.83M 1.29%
27,272
-522
38
$2.74M 1.25%
45,350
+394
39
$2.71M 1.24%
25,459
-4,667
40
$2.68M 1.22%
34,287
+779
41
$2.65M 1.21%
101,904
+1,386
42
$2.63M 1.2%
52,580
+2,158
43
$2.56M 1.17%
55,495
+561
44
$2.53M 1.16%
74,154
-1,538
45
$2.53M 1.15%
25,871
-3,734
46
$2.39M 1.09%
29,163
+267
47
$2.38M 1.09%
127,613
-12,227
48
$2.34M 1.07%
19,479
+204
49
$2.34M 1.07%
26,598
+179
50
$2.27M 1.04%
33,442
-2,763
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