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
$221M
AUM Growth
+$1.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$238K
3
+$115K
4
KO icon
Coca-Cola
KO
+$115K
5
DIS icon
Walt Disney
DIS
+$80.2K

Top Sells

1
+$3.17M
2
+$3.1M
3
+$1.16M
4
IBM icon
IBM
IBM
+$291K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$217K

Sector Composition

1 Financials 25.68%
2 Healthcare 15.45%
3 Technology 11.91%
4 Industrials 10.18%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.41M 1.54%
29,528
-138
27
$3.41M 1.54%
23,119
+450
28
$3.35M 1.52%
64,383
+1,155
29
$3.31M 1.5%
33,921
-252
30
$3.3M 1.49%
58,333
-726
31
$3.28M 1.49%
41,475
+590
32
$3.27M 1.48%
47,193
+220
33
$3.22M 1.46%
49,988
-34
34
$3.2M 1.45%
32,035
-121
35
$3.17M 1.44%
47,750
+1,002
36
$3.12M 1.41%
28,045
-45
37
$3.1M 1.41%
70,077
+333
38
$3.09M 1.4%
102,351
-1,286
39
$2.92M 1.32%
55,533
+743
40
$2.91M 1.32%
45,476
-208
41
$2.83M 1.28%
59,362
-42
42
$2.82M 1.28%
34,911
+364
43
$2.82M 1.28%
29,147
-140
44
$2.81M 1.27%
40,907
+195
45
$2.64M 1.2%
67,309
+55
46
$2.63M 1.19%
18,945
+358
47
$2.59M 1.17%
16,685
+299
48
$2.59M 1.17%
35,471
+204
49
$2.51M 1.14%
24,005
+37
50
$2.5M 1.13%
31,789
+467
1
2
3 4