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
$312M
AUM Growth
-$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$372K
2
+$344K
3
+$266K
4
GLW icon
Corning
GLW
+$255K
5
DXC icon
DXC Technology
DXC
+$246K

Top Sells

1
+$3.85M
2
+$421K
3
+$368K
4
PPL icon
PPL Corp
PPL
+$349K
5
PG icon
Procter & Gamble
PG
+$298K

Sector Composition

1 Financials 18.62%
2 Healthcare 12.07%
3 Technology 9.69%
4 Industrials 8.21%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.34M 1.39%
148,648
+386
27
$4.31M 1.38%
53,171
-152
28
$4.3M 1.38%
71,374
+1,443
29
$4.29M 1.37%
24,063
-35
30
$4.26M 1.37%
29,975
-463
31
$4.25M 1.36%
69,560
+480
32
$4.22M 1.35%
17,106
+64
33
$4.04M 1.3%
64,068
+504
34
$3.99M 1.28%
66,120
+557
35
$3.64M 1.17%
17,552
+31
36
$3.61M 1.16%
43,878
+173
37
$3.58M 1.15%
47,218
+429
38
$3.53M 1.13%
20,877
+162
39
$3.23M 1.04%
69,317
+809
40
$3.09M 0.99%
36,018
+215
41
$2.92M 0.94%
13,165
-484
42
$2.71M 0.87%
14,784
-183
43
$2.69M 0.86%
14,722
+16
44
$2.63M 0.84%
68,165
+105
45
$2.63M 0.84%
33,825
+88
46
$2.36M 0.76%
79,945
+8,338
47
$2.21M 0.71%
15,158
+417
48
$2.15M 0.69%
67,911
+1,692
49
$2.11M 0.68%
37,095
+1,275
50
$1.85M 0.59%
41,577
+1,850
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2
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