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
$307M
AUM Growth
-$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$951K
3
+$422K
4
DHI icon
D.R. Horton
DHI
+$375K
5
AMZN icon
Amazon
AMZN
+$331K

Top Sells

1
+$302K
2
+$300K
3
+$297K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$279K
5
FI icon
Fiserv
FI
+$249K

Sector Composition

1 Technology 15.57%
2 Healthcare 13.24%
3 Financials 12.56%
4 Consumer Discretionary 7.4%
5 Industrials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.12M 1.34%
18,416
+707
27
$4.02M 1.31%
10,184
+56
28
$4.01M 1.31%
24,843
+2,618
29
$3.91M 1.27%
38,237
+1,718
30
$3.83M 1.25%
41,377
+54
31
$3.81M 1.24%
97,217
+2,449
32
$3.81M 1.24%
22,161
+775
33
$3.77M 1.23%
11,197
+406
34
$3.75M 1.22%
34,533
+1,252
35
$3.48M 1.14%
14,937
+129
36
$3.47M 1.13%
25,007
+108
37
$3.43M 1.12%
30,327
+1,322
38
$3.17M 1.03%
33,532
+1,437
39
$3.14M 1.02%
54,015
+3,567
40
$2.98M 0.97%
32,214
-567
41
$2.91M 0.95%
31,441
+2,210
42
$2.83M 0.92%
27,587
+2,580
43
$2.77M 0.9%
61,130
-2,175
44
$2.18M 0.71%
35,069
+779
45
$1.72M 0.56%
+65,360
46
$960K 0.31%
5,250
-1
47
$901K 0.29%
3,966
-12
48
$866K 0.28%
2,294
49
$861K 0.28%
9,445
-254
50
$790K 0.26%
3,703
-41
1
2
3 4 5