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
$229M
AUM Growth
-$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.93M
3
+$2.38M
4
OXY icon
Occidental Petroleum
OXY
+$738K
5
QCOM icon
Qualcomm
QCOM
+$673K

Top Sells

1
+$3.78M
2
+$3.02M
3
+$2.66M
4
ORCL icon
Oracle
ORCL
+$2.54M
5
TGT icon
Target
TGT
+$1.92M

Sector Composition

1 Financials 26.28%
2 Healthcare 13.32%
3 Industrials 12.12%
4 Technology 11.63%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7M 1.62%
20,660
-2,259
27
$3.65M 1.6%
27,751
+696
28
$3.63M 1.59%
63,244
+11,733
29
$3.58M 1.57%
52,424
-3,545
30
$3.56M 1.56%
52,177
+4,378
31
$3.55M 1.55%
33,492
+4,231
32
$3.46M 1.51%
17,714
+1,070
33
$3.42M 1.5%
30,317
-4,784
34
$3.37M 1.47%
20,090
-2,829
35
$3.32M 1.45%
26,008
-1,528
36
$3.14M 1.37%
35,455
+2,046
37
$3.13M 1.37%
+20,398
38
$3.08M 1.35%
19,284
+275
39
$2.97M 1.3%
23,176
-2,009
40
$2.93M 1.28%
15,671
-2,177
41
$2.93M 1.28%
+20,618
42
$2.9M 1.27%
41,031
+146
43
$2.89M 1.26%
24,119
+269
44
$2.86M 1.25%
45,173
+11,647
45
$2.83M 1.24%
58,003
-3,945
46
$2.74M 1.2%
89,066
+6,067
47
$2.64M 1.16%
33,818
+3,162
48
$2.45M 1.07%
18,112
+386
49
$2.38M 1.04%
+14,713
50
$2.37M 1.04%
47,599
-6,812
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