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
$320M
AUM Growth
+$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.77M
3
+$1.73M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.69M
5
SHW icon
Sherwin-Williams
SHW
+$1.63M

Top Sells

1
+$7.61M
2
+$2.9M
3
+$2.75M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.51M
5
CSCO icon
Cisco
CSCO
+$1.92M

Sector Composition

1 Technology 18.99%
2 Healthcare 13.11%
3 Financials 11.49%
4 Consumer Discretionary 6.32%
5 Consumer Staples 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.32M 1.35%
82,694
-36,657
27
$4.21M 1.31%
60,328
-1,678
28
$4.01M 1.25%
33,964
-660
29
$3.94M 1.23%
13,802
+1,529
30
$3.93M 1.23%
13,303
-505
31
$3.81M 1.19%
22,863
+260
32
$3.8M 1.19%
28,959
-577
33
$3.8M 1.18%
38,856
-8,687
34
$3.77M 1.18%
30,708
-13,963
35
$3.76M 1.17%
10,894
-517
36
$3.74M 1.17%
37,316
+12,038
37
$3.64M 1.14%
64,484
+359
38
$3.6M 1.12%
18,832
-882
39
$3.58M 1.12%
21,714
-1,772
40
$3.48M 1.08%
34,321
+1,042
41
$3.19M 0.99%
35,942
-201
42
$2.99M 0.93%
13,248
+963
43
$2.71M 0.85%
28,065
-878
44
$2.66M 0.83%
53,085
-1,340
45
$1.12M 0.35%
7,263
+2,974
46
$1.06M 0.33%
5,250
47
$1.01M 0.31%
9,196
48
$954K 0.3%
8,971
+232
49
$939K 0.29%
2,294
50
$855K 0.27%
2,490
+200
1
2
3 4 5