UF

Univest Financial Portfolio holdings

AUM $1.89B
1-Year Est. Return 22.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$20.5M
3
+$6.34M
4
ADP icon
Automatic Data Processing
ADP
+$5.68M
5
GPN icon
Global Payments
GPN
+$5.46M

Top Sells

1
+$6.23M
2
+$5.17M
3
+$4.38M
4
KO icon
Coca-Cola
KO
+$4.21M
5
UNP icon
Union Pacific
UNP
+$4.2M

Sector Composition

1 Healthcare 14.19%
2 Financials 14.12%
3 Technology 12.06%
4 Industrials 7.74%
5 Communication Services 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.59M 1.43%
60,581
+26,907
27
$3.53M 1.4%
15,728
-7,191
28
$3.37M 1.34%
41,716
-23,437
29
$3.35M 1.33%
34,726
-5,568
30
$3.33M 1.32%
+34,200
31
$3.28M 1.3%
34,294
-8,199
32
$3.26M 1.29%
42,786
-22,700
33
$2.94M 1.17%
+13,490
34
$2.93M 1.16%
137,801
+124,468
35
$2.92M 1.16%
+32,651
36
$2.69M 1.07%
13,480
-4,246
37
$2.55M 1.01%
+17,763
38
$2.5M 0.99%
+61,275
39
$2.48M 0.98%
+41,156
40
$2.42M 0.96%
+22,474
41
$2.36M 0.94%
17,629
-5,230
42
$2.32M 0.92%
+15,159
43
$2.16M 0.86%
16,289
-1,559
44
$2.09M 0.83%
35,201
-5,684
45
$2M 0.8%
56,180
+211
46
$1.96M 0.78%
+67,960
47
$1.91M 0.76%
+33,858
48
$1.87M 0.74%
+33,363
49
$1.72M 0.68%
+60,972
50
$1.64M 0.65%
13,539
-3,105
1
2
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