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
$358M
AUM Growth
-$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$268K
3
+$244K
4
AMGN icon
Amgen
AMGN
+$237K
5
PWR icon
Quanta Services
PWR
+$234K

Top Sells

1
+$1.08M
2
+$427K
3
+$413K
4
MSFT icon
Microsoft
MSFT
+$309K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$294K

Sector Composition

1 Technology 15.51%
2 Financials 14.48%
3 Healthcare 11.85%
4 Consumer Discretionary 8.94%
5 Communication Services 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.89M 1.36%
25,175
-920
27
$4.8M 1.34%
28,630
-158
28
$4.76M 1.33%
85,177
-115
29
$4.71M 1.32%
10,559
-154
30
$4.64M 1.3%
16,586
-403
31
$4.64M 1.3%
54,655
-251
32
$4.64M 1.29%
59,054
-827
33
$4.46M 1.24%
41,305
+662
34
$4.42M 1.24%
32,243
-680
35
$4.32M 1.21%
25,537
+915
36
$4.26M 1.19%
37,094
+449
37
$3.99M 1.11%
73,920
+2,697
38
$3.98M 1.11%
24,158
+476
39
$3.57M 1%
32,682
+32
40
$3.56M 0.99%
16,244
+601
41
$3.27M 0.91%
62,185
+95
42
$3.22M 0.9%
15,293
+580
43
$2.31M 0.65%
9,026
+188
44
$2.23M 0.62%
50,260
+450
45
$1.33M 0.37%
5,250
46
$990K 0.28%
2,306
47
$951K 0.27%
3,974
+8
48
$910K 0.25%
4,649
-120
49
$906K 0.25%
12,061
-155
50
$905K 0.25%
6,474
-413
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2
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