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
$364M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$628K
2
+$371K
3
+$267K
4
CDW icon
CDW
CDW
+$260K
5
BMY icon
Bristol-Myers Squibb
BMY
+$247K

Top Sells

1
+$2.71M
2
+$786K
3
+$655K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$580K
5
ORLY icon
O'Reilly Automotive
ORLY
+$488K

Sector Composition

1 Technology 15.32%
2 Financials 14.39%
3 Healthcare 11.73%
4 Consumer Discretionary 8.9%
5 Communication Services 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.04M 1.38%
10,713
-201
27
$4.86M 1.34%
85,292
-5,359
28
$4.86M 1.34%
26,095
-802
29
$4.76M 1.31%
28,788
-2,245
30
$4.67M 1.28%
15,643
-821
31
$4.63M 1.27%
16,989
-921
32
$4.58M 1.26%
54,906
-3,921
33
$4.58M 1.26%
40,643
-1,365
34
$4.54M 1.25%
23,682
-2,197
35
$4.45M 1.22%
32,923
-2,352
36
$4.39M 1.2%
59,881
-2,953
37
$4.35M 1.19%
36,645
-2,479
38
$4.33M 1.19%
24,622
-1,946
39
$3.99M 1.1%
71,223
-3,238
40
$3.69M 1.01%
32,650
-957
41
$3.44M 0.94%
14,713
-1,066
42
$3.34M 0.92%
62,090
-1,775
43
$2.54M 0.7%
8,838
-378
44
$2.27M 0.62%
49,810
-3,388
45
$1.26M 0.35%
5,250
46
$1.05M 0.29%
3,966
47
$987K 0.27%
2,306
+216
48
$950K 0.26%
12,216
+1,084
49
$929K 0.26%
6,887
+1,504
50
$910K 0.25%
4,769
-237
1
2
3 4 5