UF

Univest Financial Portfolio holdings

AUM $1.78B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.3M
3
+$6.25M
4
LLY icon
Eli Lilly
LLY
+$4.97M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.62M

Top Sells

1
+$7.57M
2
+$6.92M
3
+$5.96M
4
AMAT icon
Applied Materials
AMAT
+$4.71M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.95M

Sector Composition

1 Technology 23.91%
2 Financials 8.94%
3 Communication Services 7.12%
4 Healthcare 7.04%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.6M 0.82%
137,443
+3,016
27
$14.1M 0.79%
42,309
-134
28
$14M 0.79%
59,247
+8,171
29
$13.8M 0.77%
14,463
-936
30
$13.8M 0.77%
95,212
+1,714
31
$13.5M 0.76%
83,243
+4,506
32
$13M 0.73%
281,060
-5,186
33
$12.9M 0.72%
69,722
-958
34
$12.5M 0.7%
140,405
+1,085
35
$12.4M 0.7%
35,930
+1,515
36
$12.2M 0.68%
59,499
-25,973
37
$11.8M 0.66%
37,427
-781
38
$11.5M 0.65%
59,955
-1,016
39
$11.4M 0.64%
20,323
-223
40
$11.3M 0.63%
118,699
-8,327
41
$11.2M 0.63%
178,875
+1,057
42
$10.6M 0.6%
34,335
+3,458
43
$10.3M 0.58%
29,243
+4,916
44
$10.2M 0.57%
110,994
+4,756
45
$10.1M 0.56%
30,747
+205
46
$9.69M 0.54%
17,718
-1,755
47
$9.53M 0.53%
19,311
+11,053
48
$8.95M 0.5%
85,609
+5,129
49
$8.87M 0.5%
37,615
+3,576
50
$8.8M 0.49%
47,192
+3,360
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