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
$360M
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$1.97M
3
+$1.15M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$446K
5
EXLS icon
EXL Service
EXLS
+$399K

Top Sells

1
+$4.05M
2
+$3.95M
3
+$603K
4
MSFT icon
Microsoft
MSFT
+$392K
5
ADI icon
Analog Devices
ADI
+$261K

Sector Composition

1 Technology 20.86%
2 Healthcare 11.56%
3 Financials 10.66%
4 Communication Services 6.15%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.26M 1.18%
40,061
-288
27
$4.14M 1.15%
37,557
-832
28
$4.13M 1.15%
17,835
-1,042
29
$4.12M 1.14%
19,276
-475
30
$3.97M 1.1%
26,379
-876
31
$3.94M 1.1%
53,508
-2,363
32
$3.93M 1.09%
22,649
+1,306
33
$3.89M 1.08%
62,067
-1,680
34
$3.72M 1.03%
28,674
-564
35
$3.7M 1.03%
34,746
-1,798
36
$3.53M 0.98%
11,821
-320
37
$3.49M 0.97%
11,503
+698
38
$3.37M 0.94%
51,525
-185
39
$3.36M 0.93%
16,252
-386
40
$3.04M 0.84%
40,321
+1,627
41
$2.96M 0.82%
50,524
-724
42
$2.94M 0.82%
27,542
+1,791
43
$2.9M 0.81%
9,450
-37
44
$2.07M 0.58%
2,290
45
$1.52M 0.42%
7,535
-287
46
$1.37M 0.38%
5,105
+4,305
47
$1.27M 0.35%
5,250
48
$1.25M 0.35%
2,294
49
$1.23M 0.34%
10,667
-46
50
$1.13M 0.31%
9,107
+390
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