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
$305M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1 +$2.42M
2 +$2.09M
3 +$1.99M
4
ADP icon
Automatic Data Processing
ADP
+$1.86M
5
BAC icon
Bank of America
BAC
+$1.85M

Top Sells

1 +$5.05M
2 +$2.09M
3 +$1.61M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.34M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.17M

Sector Composition

1 Financials 17.38%
2 Healthcare 12.33%
3 Technology 10.47%
4 Industrials 9.27%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.09M 1.34%
102,308
-9,213
27
$4.09M 1.34%
24,538
+522
28
$4.07M 1.33%
43,240
+881
29
$4.06M 1.33%
16,664
-351
30
$4.05M 1.33%
68,780
-2,560
31
$4.04M 1.32%
36,403
-1,092
32
$3.94M 1.29%
66,680
-2,778
33
$3.81M 1.25%
53,542
+3,673
34
$3.75M 1.23%
30,279
-2,120
35
$3.68M 1.21%
45,712
+3,110
36
$3.4M 1.11%
42,727
+5,525
37
$3.31M 1.08%
20,813
+284
38
$3.28M 1.07%
20,537
-392
39
$3.23M 1.06%
59,871
+22,200
40
$3.07M 1.01%
67,583
+29,208
41
$3.04M 0.99%
17,310
+2,938
42
$2.88M 0.94%
35,538
+1,670
43
$2.67M 0.87%
13,972
-1,064
44
$2.61M 0.85%
14,376
+1,766
45
$2.56M 0.84%
33,216
-339
46
$2.54M 0.83%
67,145
-1,385
47
$2.54M 0.83%
38,357
+7,440
48
$2.44M 0.8%
14,445
+1,170
49
$2.32M 0.76%
34,797
+660
50
$2.15M 0.7%
14,946
-141