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
$182M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$4.76M
3
+$4.61M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.09M
5
NYX
NYSE EURONEXT INC
NYX
+$3.91M

Top Sells

No sells this quarter

Sector Composition

1 Financials 26.97%
2 Consumer Staples 11.02%
3 Energy 10.52%
4 Healthcare 10.02%
5 Technology 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 1.08%
+43,184
52
$1.86M 1.02%
+66,069
53
$1.83M 1%
+21,568
54
$1.73M 0.95%
+49,449
55
$1.68M 0.92%
+16,969
56
$1.33M 0.73%
+48,367
57
$924K 0.51%
+20,841
58
$813K 0.45%
+7,315
59
$718K 0.39%
+6,070
60
$560K 0.31%
+7,682
61
$405K 0.22%
+5,581
62
$282K 0.15%
+2,601
63
$275K 0.15%
+14,457
64
$271K 0.15%
+3,700
65
$230K 0.13%
+10,441
66
$205K 0.11%
+2,300
67
$203K 0.11%
+8,395
68
$152K 0.08%
+11,809
1 2
3