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
$393M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$600K
3
+$246K
4
SO icon
Southern Company
SO
+$219K
5
STX icon
Seagate
STX
+$218K

Top Sells

1
+$1.53M
2
+$1.24M
3
+$1.06M
4
MSFT icon
Microsoft
MSFT
+$586K
5
PAYX icon
Paychex
PAYX
+$380K

Sector Composition

1 Technology 15.28%
2 Financials 13.56%
3 Healthcare 12.07%
4 Consumer Discretionary 9.05%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.42M 1.38%
58,057
-997
27
$5.36M 1.37%
25,706
-7
28
$5.27M 1.34%
44,783
-24
29
$5.13M 1.31%
10,427
-132
30
$5.12M 1.3%
31,735
-508
31
$4.98M 1.27%
36,411
-683
32
$4.62M 1.18%
28,240
-390
33
$4.32M 1.1%
85,845
+668
34
$4.27M 1.09%
16,494
+250
35
$4.01M 1.02%
25,922
+385
36
$3.94M 1%
37,915
-14,714
37
$3.83M 0.97%
15,250
-43
38
$3.73M 0.95%
32,582
-100
39
$3.72M 0.95%
24,000
-158
40
$3.68M 0.94%
70,871
-3,049
41
$3.51M 0.89%
61,925
-260
42
$3.21M 0.82%
+18,470
43
$3.18M 0.81%
23,498
-9,205
44
$2.7M 0.69%
8,874
-152
45
$2.43M 0.62%
50,584
+324
46
$1.54M 0.39%
5,250
47
$1.23M 0.31%
14,529
+7,076
48
$1.19M 0.3%
3,999
+25
49
$1.09M 0.28%
2,306
50
$966K 0.25%
3,837
-5
1
2
3 4 5