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
$355M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$4.36M
3
+$4.04M
4
TJX icon
TJX Companies
TJX
+$3.89M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.52M

Top Sells

1
+$4.46M
2
+$4.06M
3
+$3.13M
4
COST icon
Costco
COST
+$3.08M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.82M

Sector Composition

1 Technology 19.62%
2 Healthcare 11.94%
3 Financials 10.7%
4 Communication Services 5.7%
5 Industrials 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.33M 1.22%
8,744
-3,149
27
$4.3M 1.21%
18,877
-2,587
28
$4.25M 1.2%
29,238
-1,257
29
$4.22M 1.19%
12,141
-7,334
30
$4.16M 1.17%
9,777
-529
31
$4.1M 1.15%
63,747
+1,356
32
$4.05M 1.14%
19,751
+47
33
$4.04M 1.14%
+55,871
34
$3.96M 1.11%
27,255
+821
35
$3.96M 1.11%
36,544
+5,544
36
$3.89M 1.1%
+38,389
37
$3.83M 1.08%
9,487
+133
38
$3.75M 1.05%
10,805
-1,207
39
$3.64M 1.02%
38,694
+4,046
40
$3.62M 1.02%
51,710
+1,545
41
$3.61M 1.02%
21,343
+750
42
$3.11M 0.88%
51,248
-532
43
$2.85M 0.8%
25,751
-114
44
$1.78M 0.5%
2,290
45
$1.57M 0.44%
7,822
-22,271
46
$1.4M 0.4%
5,250
47
$1.25M 0.35%
10,713
+430
48
$1.2M 0.34%
2,294
-9
49
$1.15M 0.32%
8,717
-560
50
$1M 0.28%
7,570
+2,430
1
2
3 4 5