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
-$458K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$210K
2
+$202K
3
+$199K
4
KMI icon
Kinder Morgan
KMI
+$87.6K
5
XOM icon
Exxon Mobil
XOM
+$41K

Top Sells

1
+$785K
2
+$403K
3
+$344K
4
AAPL icon
Apple
AAPL
+$305K
5
COP icon
ConocoPhillips
COP
+$261K

Sector Composition

1 Financials 24.44%
2 Healthcare 15.54%
3 Technology 12.56%
4 Industrials 9.74%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.41M 1.56%
46,748
-1,206
27
$3.4M 1.55%
59,404
-1,013
28
$3.32M 1.51%
22,669
-518
29
$3.3M 1.51%
69,744
-2,141
30
$3.29M 1.5%
46,973
-598
31
$3.17M 1.44%
41,770
-711
32
$3.17M 1.44%
59,059
-1,206
33
$3.12M 1.42%
28,090
-475
34
$3.1M 1.41%
114,154
-2,453
35
$3.02M 1.38%
54,790
-448
36
$2.98M 1.36%
19,649
-340
37
$2.98M 1.36%
34,173
-475
38
$2.95M 1.34%
45,684
-816
39
$2.89M 1.32%
32,156
-666
40
$2.88M 1.31%
53,744
+554
41
$2.86M 1.3%
50,022
-776
42
$2.84M 1.3%
40,712
-513
43
$2.79M 1.27%
73,809
-858
44
$2.75M 1.26%
67,254
-1,206
45
$2.74M 1.25%
34,547
-138
46
$2.67M 1.22%
35,267
+408
47
$2.48M 1.13%
103,637
-2,805
48
$2.48M 1.13%
31,322
-461
49
$2.44M 1.11%
29,287
-664
50
$2.44M 1.11%
18,587
-267
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