UF

Univest Financial Portfolio holdings

AUM $1.89B
1-Year Est. Return 22.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.2M
3
+$7.52M
4
AMZN icon
Amazon
AMZN
+$7.18M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.04M

Top Sells

1
+$12.4M
2
+$5.96M
3
+$4.59M
4
CRL icon
Charles River Laboratories
CRL
+$4.21M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.71M

Sector Composition

1 Technology 23.35%
2 Financials 9.64%
3 Healthcare 6.86%
4 Communication Services 6.75%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.5M 0.81%
42,443
+34
27
$13.5M 0.81%
60,971
-3,516
28
$12.9M 0.78%
76,757
-840
29
$12.7M 0.77%
31,444
+107
30
$12.2M 0.73%
286,246
+52,271
31
$12M 0.72%
177,818
+6,229
32
$11.8M 0.71%
34,415
-117
33
$11.6M 0.7%
15,399
+555
34
$11.6M 0.7%
127,026
-1,094
35
$11.5M 0.69%
93,498
-850
36
$11.5M 0.69%
139,320
-35
37
$11.1M 0.66%
38,208
-1,438
38
$10.8M 0.65%
+87,804
39
$10.8M 0.65%
70,680
-147
40
$10.8M 0.65%
20,546
+2,127
41
$10.7M 0.64%
34,211
+1,341
42
$9.75M 0.58%
+106,238
43
$9.41M 0.56%
24,327
+4,225
44
$9.28M 0.56%
30,542
+665
45
$9.11M 0.55%
19,473
-1,203
46
$9M 0.54%
30,877
+769
47
$8.84M 0.53%
56,663
-5,447
48
$7.75M 0.46%
43,832
+2,699
49
$7.74M 0.46%
34,039
+600
50
$7.67M 0.46%
80,480
+9,488
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