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
$250M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.72M
3
+$1.05M
4
DD icon
DuPont de Nemours
DD
+$985K
5
IVZ icon
Invesco
IVZ
+$323K

Top Sells

1
+$560K
2
+$359K
3
+$300K
4
AAPL icon
Apple
AAPL
+$284K
5
V icon
Visa
V
+$276K

Sector Composition

1 Financials 24.16%
2 Healthcare 12.36%
3 Industrials 11.33%
4 Technology 11.01%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4M 1.6%
17,104
-970
27
$3.99M 1.6%
43,703
-1,729
28
$3.89M 1.56%
21,205
-967
29
$3.77M 1.51%
17,201
-717
30
$3.71M 1.49%
40,018
+282
31
$3.7M 1.48%
26,454
-287
32
$3.56M 1.42%
126,145
+1,212
33
$3.42M 1.37%
48,628
-1,090
34
$3.42M 1.37%
15,043
-559
35
$3.31M 1.33%
38,874
-494
36
$3.06M 1.23%
38,919
-876
37
$3.02M 1.21%
36,045
-3,222
38
$2.98M 1.19%
21,588
-599
39
$2.98M 1.19%
72,035
+890
40
$2.83M 1.13%
18,160
-685
41
$2.74M 1.1%
39,335
-2,992
42
$2.73M 1.09%
20,055
-666
43
$2.72M 1.09%
+43,232
44
$2.69M 1.08%
14,457
-261
45
$2.61M 1.04%
51,807
-1,787
46
$2.52M 1.01%
15,291
+14
47
$2.47M 0.99%
19,854
-1,190
48
$2.44M 0.98%
36,381
-1,518
49
$2.35M 0.94%
57,680
-4,084
50
$1.24M 0.5%
43,590
+1,434
1
2
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