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
$328M
AUM Growth
+$78.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$22.5M
3
+$2.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.8M
5
VFC icon
VF Corp
VFC
+$2.26M

Top Sells

1
+$1.76M
2
+$1.17M
3
+$444K
4
LMT icon
Lockheed Martin
LMT
+$308K
5
AAPL icon
Apple
AAPL
+$254K

Sector Composition

1 Financials 18.68%
2 Healthcare 10.42%
3 Industrials 9.42%
4 Technology 8.53%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.22M 1.29%
42,744
-959
27
$4.21M 1.28%
16,520
-584
28
$4.16M 1.27%
20,501
-704
29
$4.01M 1.22%
36,713
-687
30
$3.9M 1.19%
26,440
-14
31
$3.82M 1.17%
40,419
+401
32
$3.69M 1.12%
125,197
-948
33
$3.68M 1.12%
48,129
-499
34
$3.66M 1.12%
16,989
-212
35
$3.59M 1.1%
38,947
+73
36
$3.59M 1.09%
14,896
-147
37
$3.57M 1.09%
92,457
+3,290
38
$3.37M 1.03%
38,344
-575
39
$3.37M 1.03%
21,140
-448
40
$3.25M 0.99%
71,516
-519
41
$2.99M 0.91%
+34,274
42
$2.98M 0.91%
17,849
-311
43
$2.98M 0.91%
14,543
+86
44
$2.94M 0.9%
19,341
-714
45
$2.89M 0.88%
37,364
-1,971
46
$2.85M 0.87%
34,706
-1,339
47
$2.8M 0.85%
+69,515
48
$2.7M 0.82%
15,322
+31
49
$2.66M 0.81%
49,812
-1,995
50
$2.46M 0.75%
19,246
-608
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