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
$300M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.41M
3
+$1.16M
4
NEE icon
NextEra Energy
NEE
+$471K
5
AMT icon
American Tower
AMT
+$447K

Top Sells

1
+$3.17M
2
+$2.9M
3
+$2.57M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.65M

Sector Composition

1 Technology 18.69%
2 Healthcare 13.25%
3 Financials 11.23%
4 Consumer Staples 5.7%
5 Industrials 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.75M 1.25%
10,262
-886
27
$3.75M 1.25%
14,149
-2,156
28
$3.72M 1.24%
12,107
-1,440
29
$3.7M 1.24%
20,043
+803
30
$3.55M 1.19%
20,430
-1,045
31
$3.49M 1.17%
66,454
+758
32
$3.49M 1.17%
50,301
-846
33
$3.43M 1.15%
+30,704
34
$3.37M 1.12%
17,176
-265
35
$3.35M 1.12%
16,532
-1,152
36
$3.34M 1.12%
9,383
-883
37
$3.34M 1.11%
33,831
-678
38
$3.28M 1.09%
34,270
+4,013
39
$3.27M 1.09%
26,454
-2,480
40
$3.21M 1.07%
21,531
-410
41
$3.04M 1.01%
35,093
-6,937
42
$2.57M 0.86%
51,610
-175
43
$2.44M 0.81%
25,865
-281
44
$1.26M 0.42%
10,719
+1,523
45
$1.23M 0.41%
2,290
-200
46
$984K 0.33%
2,303
+9
47
$962K 0.32%
5,250
48
$943K 0.31%
9,164
-688
49
$840K 0.28%
5,123
+2,511
50
$768K 0.26%
3,771
+68
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2
3 4 5