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
$1.52B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$80.8M
3
+$76M
4
MSFT icon
Microsoft
MSFT
+$51.4M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$50M

Top Sells

1
+$1.01M
2
+$287K
3
+$254K
4
T icon
AT&T
T
+$32.3K
5
PEG icon
Public Service Enterprise Group
PEG
+$624

Sector Composition

1 Technology 21.67%
2 Healthcare 9.78%
3 Financials 9.77%
4 Consumer Discretionary 5.78%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.9M 1.05%
81,228
+58,579
27
$15M 0.99%
531,448
+127,239
28
$13.9M 0.92%
36,438
+24,617
29
$13.4M 0.88%
49,474
+31,639
30
$12.8M 0.85%
36,350
+24,847
31
$12.4M 0.82%
140,184
+99,863
32
$12M 0.79%
58,107
+38,831
33
$12M 0.79%
74,093
+21,059
34
$11.7M 0.77%
158,282
+106,757
35
$11.1M 0.73%
149,877
+87,810
36
$10.8M 0.71%
91,560
+54,003
37
$10.6M 0.7%
28,018
+18,568
38
$10.4M 0.69%
+96,049
39
$10.2M 0.67%
37,339
+22,160
40
$9.49M 0.63%
95,177
+55,116
41
$9.22M 0.61%
+98,978
42
$9.16M 0.6%
46,516
+30,264
43
$8.95M 0.59%
138,078
+84,570
44
$8.62M 0.57%
40,883
+33,348
45
$8.55M 0.56%
21,089
+19,118
46
$8.16M 0.54%
28,827
+23,722
47
$7.84M 0.52%
+172,190
48
$7.51M 0.49%
49,747
+23,368
49
$6.72M 0.44%
+28,260
50
$6.31M 0.42%
10,798
+9,798
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