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
$188M
AUM Growth
+$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$628K
2
+$592K
3
+$324K
4
PEP icon
PepsiCo
PEP
+$274K
5
DD
Du Pont De Nemours E I
DD
+$262K

Top Sells

1
+$601K
2
+$494K
3
+$490K
4
ABT icon
Abbott
ABT
+$398K
5
GILD icon
Gilead Sciences
GILD
+$228K

Sector Composition

1 Financials 26.3%
2 Consumer Staples 10.79%
3 Energy 10.65%
4 Healthcare 10.35%
5 Technology 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 1.08%
20,604
-964
52
$1.93M 1.03%
68,346
+2,277
53
$1.84M 0.98%
57,711
-15,523
54
$1.71M 0.91%
16,399
-570
55
$1.61M 0.86%
48,619
+252
56
$1.24M 0.66%
37,448
-12,001
57
$1.15M 0.61%
25,242
+4,401
58
$931K 0.5%
8,131
+816
59
$791K 0.42%
6,510
+440
60
$628K 0.33%
+17,544
61
$592K 0.32%
+5,137
62
$557K 0.3%
7,682
63
$540K 0.29%
6,980
+1,399
64
$386K 0.21%
3,027
+426
65
$328K 0.17%
14,322
+5,927
66
$324K 0.17%
+8,416
67
$309K 0.16%
3,700
68
$286K 0.15%
13,518
+3,077
69
$274K 0.15%
+3,444
70
$262K 0.14%
+4,716
71
$259K 0.14%
+6,283
72
$248K 0.13%
+7,356
73
$241K 0.13%
13,038
-1,419
74
$213K 0.11%
2,300
75
$202K 0.11%
+6,074
1 2
3
4