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
$318M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.11M
3
+$2.05M
4
BLK icon
Blackrock
BLK
+$1.53M
5
MKSI icon
MKS Inc
MKSI
+$1.48M

Top Sells

1
+$7.84M
2
+$5.59M
3
+$1.93M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.48M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.43M

Sector Composition

1 Technology 16.72%
2 Healthcare 12.23%
3 Financials 11.78%
4 Consumer Discretionary 5.7%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.13M 1.3%
62,006
-1,574
27
$4.09M 1.29%
15,583
-2,418
28
$3.96M 1.25%
47,196
-15,247
29
$3.82M 1.2%
11,411
+76
30
$3.65M 1.15%
33,279
+11,424
31
$3.64M 1.15%
15,342
-351
32
$3.64M 1.15%
5,043
-998
33
$3.47M 1.09%
23,486
-1,745
34
$3.39M 1.07%
29,536
-1,622
35
$3.34M 1.05%
64,125
+25,566
36
$3.31M 1.04%
22,603
+626
37
$3.27M 1.03%
12,273
-609
38
$3.22M 1.01%
26,727
-1,550
39
$3.16M 0.99%
34,624
+8,217
40
$3.06M 0.96%
36,143
+17,509
41
$2.99M 0.94%
45,763
+16,032
42
$2.97M 0.93%
84,883
+6,124
43
$2.85M 0.9%
12,285
-1,019
44
$2.84M 0.89%
16,404
-1,010
45
$2.74M 0.86%
28,943
-2,694
46
$2.63M 0.83%
54,425
-5,525
47
$2.51M 0.79%
19,460
+1,609
48
$2.2M 0.69%
25,278
-4,209
49
$1.63M 0.51%
32,547
-28,463
50
$1.61M 0.51%
12,912
-44,949
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