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
$237M
AUM Growth
-$639K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$984K
3
+$863K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$656K
5
DFS
Discover Financial Services
DFS
+$431K

Top Sells

1
+$5.12M
2
+$3.02M
3
+$2.91M
4
DD icon
DuPont de Nemours
DD
+$2.67M
5
DD
Du Pont De Nemours E I
DD
+$1.04M

Sector Composition

1 Financials 27.43%
2 Healthcare 13.98%
3 Industrials 12.35%
4 Technology 11.26%
5 Communication Services 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.91M 1.65%
20,469
-3
27
$3.87M 1.63%
59,972
+6,691
28
$3.84M 1.62%
20,318
-711
29
$3.74M 1.58%
23,504
-2,223
30
$3.73M 1.57%
32,153
-1,255
31
$3.71M 1.57%
31,526
+3,655
32
$3.68M 1.55%
16,315
-1,416
33
$3.66M 1.55%
39,843
-5,287
34
$3.48M 1.47%
21,214
+1,326
35
$3.32M 1.4%
40,150
+4,375
36
$3.19M 1.35%
15,541
+55
37
$3.15M 1.33%
43,138
+2,475
38
$3.13M 1.32%
23,080
-900
39
$3.07M 1.3%
27,693
-2,313
40
$2.9M 1.23%
19,196
+1,002
41
$2.87M 1.21%
16,354
-611
42
$2.81M 1.19%
14,082
-1,166
43
$2.81M 1.19%
56,734
+366
44
$2.63M 1.11%
40,941
-6,238
45
$2.52M 1.06%
+21,084
46
$2.49M 1.05%
35,721
+1,572
47
$2.4M 1.01%
47,845
+1,147
48
$2.33M 0.98%
66,556
-21,406
49
$2.25M 0.95%
23,232
-289
50
$1.77M 0.75%
21,599
+267
1
2
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