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
$355M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.55M
3
+$4.93M
4
BLK icon
Blackrock
BLK
+$4.7M
5
UNH icon
UnitedHealth
UNH
+$4.23M

Top Sells

1
+$7.8M
2
+$7.24M
3
+$5.97M
4
ALL icon
Allstate
ALL
+$5.89M
5
ICE icon
Intercontinental Exchange
ICE
+$4.51M

Sector Composition

1 Technology 17.12%
2 Financials 12.56%
3 Healthcare 11.86%
4 Consumer Discretionary 7.84%
5 Communication Services 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.79M 1.35%
56,604
-1,453
27
$4.78M 1.35%
10,128
-299
28
$4.66M 1.31%
24,899
-3,341
29
$4.44M 1.25%
94,768
+8,923
30
$4.43M 1.25%
10,791
-815
31
$4.42M 1.25%
17,709
+1,511
32
$4.4M 1.24%
32,095
+6,173
33
$4.18M 1.18%
41,323
-12,136
34
$4.14M 1.17%
17,887
+1,393
35
$4.03M 1.14%
21,386
-3,141
36
$3.94M 1.11%
33,281
+31,765
37
$3.9M 1.1%
29,231
+5,231
38
$3.8M 1.07%
29,005
-2,730
39
$3.79M 1.07%
+50,448
40
$3.75M 1.06%
+25,007
41
$3.54M 1%
32,781
+199
42
$3.41M 0.96%
14,808
-442
43
$3.4M 0.96%
63,305
+1,380
44
$2.15M 0.61%
+34,290
45
$1.25M 0.35%
5,251
+1
46
$1.14M 0.32%
3,978
-21
47
$1.04M 0.29%
2,294
-12
48
$1.02M 0.29%
3,744
-93
49
$850K 0.24%
5,078
+198
50
$837K 0.24%
16,426
-54,445
1
2
3 4 5