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
$331M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.74M
3
+$3.67M
4
EL icon
Estee Lauder
EL
+$2.84M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.31M

Top Sells

1
+$4.57M
2
+$4.42M
3
+$3.83M
4
STZ icon
Constellation Brands
STZ
+$2.99M
5
META icon
Meta Platforms (Facebook)
META
+$2.25M

Sector Composition

1 Technology 19.98%
2 Healthcare 12.21%
3 Financials 11.14%
4 Communication Services 5.67%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.18M 1.26%
13,547
-255
27
$4.1M 1.24%
8,532
-4,364
28
$4.06M 1.23%
28,934
-25
29
$4.04M 1.22%
16,305
-2,802
30
$3.99M 1.21%
19,240
+408
31
$3.98M 1.2%
65,696
+1,212
32
$3.93M 1.19%
36,054
+1,733
33
$3.85M 1.16%
+10,266
34
$3.82M 1.16%
21,941
+227
35
$3.82M 1.16%
34,509
+545
36
$3.74M 1.13%
+17,684
37
$3.73M 1.13%
51,147
-9,181
38
$3.7M 1.12%
21,475
-1,388
39
$3.67M 1.11%
+17,441
40
$3.51M 1.06%
39,309
+1,993
41
$3.34M 1.01%
30,257
-451
42
$2.84M 0.86%
+14,443
43
$2.71M 0.82%
51,785
-1,300
44
$2.61M 0.79%
26,146
-1,919
45
$1.24M 0.37%
5,250
46
$1.17M 0.35%
2,490
47
$1.14M 0.34%
9,852
+881
48
$1.02M 0.31%
2,294
49
$986K 0.3%
9,196
50
$874K 0.26%
3,855
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