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
$238M
AUM Growth
+$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$624K
2
+$527K
3
+$407K
4
LYB icon
LyondellBasell Industries
LYB
+$315K
5
VFC icon
VF Corp
VFC
+$282K

Top Sells

1
+$429K
2
+$404K
3
+$324K
4
TGT icon
Target
TGT
+$317K
5
PNC icon
PNC Financial Services
PNC
+$285K

Sector Composition

1 Financials 27.64%
2 Healthcare 13.75%
3 Industrials 11.95%
4 Technology 11.58%
5 Communication Services 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.91M 1.64%
25,727
-281
27
$3.9M 1.64%
20,472
-188
28
$3.86M 1.63%
52,061
-116
29
$3.85M 1.62%
17,731
+17
30
$3.67M 1.54%
21,029
+631
31
$3.64M 1.53%
33,408
-84
32
$3.6M 1.51%
27,871
+120
33
$3.57M 1.5%
64,614
+1,370
34
$3.52M 1.48%
30,006
-311
35
$3.38M 1.42%
35,775
+320
36
$3.31M 1.39%
53,281
+857
37
$3.19M 1.34%
21,154
+536
38
$3.18M 1.34%
19,888
-202
39
$3.13M 1.32%
40,663
-368
40
$3.07M 1.29%
15,486
-185
41
$3.06M 1.29%
23,980
-139
42
$2.95M 1.24%
15,248
+535
43
$2.95M 1.24%
16,965
-2,319
44
$2.83M 1.19%
47,179
+2,006
45
$2.67M 1.13%
21,004
-2,172
46
$2.6M 1.1%
18,194
+82
47
$2.57M 1.08%
87,962
-1,104
48
$2.52M 1.06%
56,368
-1,635
49
$2.25M 0.95%
34,149
+331
50
$2.13M 0.9%
23,521
-11
1
2
3 4