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
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$398K
2
+$239K
3
+$203K
4
DOX icon
Amdocs
DOX
+$196K
5
WM icon
Waste Management
WM
+$109K

Top Sells

1
+$1.63M
2
+$557K
3
+$317K
4
INTC icon
Intel
INTC
+$302K
5
UPS icon
United Parcel Service
UPS
+$296K

Sector Composition

1 Technology 14.54%
2 Healthcare 13.3%
3 Financials 11.97%
4 Communication Services 7.82%
5 Consumer Discretionary 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.14M 1.31%
43,041
-594
27
$4.09M 1.29%
25,932
-1,008
28
$4M 1.27%
40,030
-1,302
29
$3.98M 1.26%
15,828
-1,081
30
$3.95M 1.25%
66,350
-3,822
31
$3.81M 1.2%
16,760
-410
32
$3.77M 1.19%
22,879
-512
33
$3.76M 1.19%
12,630
-821
34
$3.64M 1.15%
41,532
-838
35
$3.63M 1.15%
36,252
-414
36
$3.6M 1.14%
38,237
-601
37
$3.59M 1.14%
149,104
-2,368
38
$3.57M 1.13%
14,759
-270
39
$3.4M 1.08%
14,646
-735
40
$3.39M 1.07%
58,084
-484
41
$3.38M 1.07%
17,846
-835
42
$3.38M 1.07%
48,688
-2,048
43
$3.23M 1.02%
29,362
-361
44
$2.9M 0.92%
78,125
-185
45
$2.88M 0.91%
41,064
-23
46
$2.66M 0.84%
44,954
-720
47
$2.57M 0.81%
45,173
-1,374
48
$2.31M 0.73%
57,690
-2,340
49
$1.41M 0.45%
10,221
-300
50
$981K 0.31%
6,250
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2
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