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
$220M
AUM Growth
+$653K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$3.25M
3
+$2.17M
4
CVS icon
CVS Health
CVS
+$1.42M
5
PM icon
Philip Morris
PM
+$979K

Top Sells

1
+$4.74M
2
+$3.01M
3
+$2.3M
4
CAT icon
Caterpillar
CAT
+$2.17M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.71M

Sector Composition

1 Financials 24.21%
2 Healthcare 15.04%
3 Technology 13.04%
4 Industrials 9.6%
5 Consumer Staples 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.48M 1.58%
71,885
+4,284
27
$3.46M 1.58%
64,014
+8,519
28
$3.4M 1.54%
55,238
-12,737
29
$3.39M 1.54%
41,225
-5,989
30
$3.39M 1.54%
30,194
-3,523
31
$3.25M 1.48%
+19,989
32
$3.23M 1.47%
23,187
-1,671
33
$3.21M 1.46%
47,571
-8,607
34
$3.15M 1.43%
50,798
+967
35
$3.11M 1.41%
116,607
-13,295
36
$3.09M 1.4%
32,822
+7,363
37
$3.07M 1.4%
60,265
-2,530
38
$3.05M 1.39%
28,565
-1,288
39
$3M 1.37%
34,685
-507
40
$2.93M 1.33%
46,500
+1,150
41
$2.92M 1.33%
42,481
-122
42
$2.84M 1.29%
74,667
+513
43
$2.8M 1.27%
68,460
-9,105
44
$2.76M 1.25%
34,648
+361
45
$2.72M 1.24%
53,190
+610
46
$2.51M 1.14%
18,854
-625
47
$2.51M 1.14%
24,480
-2,792
48
$2.47M 1.13%
61,403
+23,668
49
$2.38M 1.09%
34,859
+12,670
50
$2.34M 1.07%
31,783
+2,964
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2
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