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
$316M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$457K
2
+$377K
3
+$201K
4
DXC icon
DXC Technology
DXC
+$182K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$146K

Top Sells

1
+$488K
2
+$303K
3
+$299K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$240K
5
VFC icon
VF Corp
VFC
+$214K

Sector Composition

1 Financials 18.13%
2 Healthcare 11.99%
3 Technology 10.08%
4 Industrials 9.62%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.3M 1.36%
148,262
-377
27
$4.29M 1.36%
49,127
-2,453
28
$4.25M 1.34%
100,432
-1,876
29
$4.19M 1.33%
17,042
+378
30
$4.14M 1.31%
53,323
-219
31
$4.06M 1.28%
30,438
+159
32
$3.95M 1.25%
71,607
+3,293
33
$3.85M 1.22%
20,369
-168
34
$3.75M 1.19%
65,563
-1,117
35
$3.74M 1.18%
69,080
+300
36
$3.73M 1.18%
43,705
+978
37
$3.62M 1.14%
20,715
-98
38
$3.46M 1.1%
63,564
+3,693
39
$3.45M 1.09%
17,521
+211
40
$3.4M 1.08%
46,789
+1,077
41
$3.27M 1.04%
68,508
+925
42
$3.09M 0.98%
13,649
-323
43
$2.93M 0.93%
35,803
+265
44
$2.67M 0.85%
14,706
+261
45
$2.64M 0.84%
68,060
+915
46
$2.64M 0.84%
33,737
+521
47
$2.42M 0.77%
14,741
+365
48
$2.29M 0.72%
14,967
+21
49
$2.19M 0.69%
35,820
+1,023
50
$2.11M 0.67%
22,616
+703
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