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
$1.59B
AUM Growth
+$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$11M
3
+$10.4M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$10.1M
5
NVDA icon
NVIDIA
NVDA
+$9.69M

Top Sells

1
+$10M
2
+$9.49M
3
+$2.81M
4
AMT icon
American Tower
AMT
+$2.59M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.94M

Sector Composition

1 Technology 22.72%
2 Financials 9.9%
3 Healthcare 7.35%
4 Communication Services 5.68%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.1M 0.89%
47,624
-1,850
27
$12.9M 0.82%
57,258
-849
28
$12.8M 0.81%
36,446
+96
29
$12.3M 0.78%
67,138
-14,132
30
$12.1M 0.77%
74,516
-6,712
31
$11.8M 0.74%
85,725
+79,680
32
$11.7M 0.74%
34,324
-2,114
33
$11.4M 0.72%
94,445
+2,885
34
$11.3M 0.71%
106,167
+10,118
35
$11.2M 0.71%
148,398
-1,479
36
$11.2M 0.71%
142,711
+128,592
37
$10.9M 0.69%
76,096
+26,349
38
$10.5M 0.66%
37,173
-166
39
$10.3M 0.65%
71,449
-2,644
40
$10.2M 0.65%
113,407
+14,429
41
$10.2M 0.64%
137,526
-552
42
$10.1M 0.64%
14,202
-1,514
43
$9.97M 0.63%
221,913
+49,723
44
$9.74M 0.61%
40,616
-267
45
$9.65M 0.61%
28,305
+287
46
$8.84M 0.56%
42,016
+13,756
47
$8.1M 0.51%
27,947
-880
48
$7.8M 0.49%
111,041
+102,775
49
$7.72M 0.49%
129,300
-28,982
50
$7.56M 0.48%
19,442
-1,647
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