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
$203M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$1.71M
3
+$1.28M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.23M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.06M

Top Sells

1
+$3.94M
2
+$2M
3
+$1.84M
4
ABT icon
Abbott
ABT
+$1.24M
5
GILD icon
Gilead Sciences
GILD
+$632K

Sector Composition

1 Financials 27.14%
2 Consumer Staples 10.74%
3 Healthcare 10.2%
4 Technology 9.88%
5 Industrials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.97%
70,420
+2,074
52
$1.93M 0.95%
18,634
-1,970
53
$1.9M 0.93%
54,060
+36,516
54
$1.81M 0.89%
15,531
-868
55
$1.8M 0.89%
31,578
-7,562
56
$1.75M 0.86%
46,341
-2,278
57
$1.25M 0.62%
26,186
+944
58
$1.23M 0.61%
+13,945
59
$1.08M 0.53%
8,024
-107
60
$1.06M 0.52%
+29,712
61
$790K 0.39%
6,327
-183
62
$746K 0.37%
+31,642
63
$654K 0.32%
7,043
+63
64
$631K 0.31%
8,133
+451
65
$461K 0.23%
3,100
+73
66
$354K 0.17%
13,632
-690
67
$341K 0.17%
3,600
-100
68
$308K 0.15%
6,870
+587
69
$299K 0.15%
15,287
+1,769
70
$291K 0.14%
4,716
71
$286K 0.14%
3,444
72
$251K 0.12%
6,416
-2,000
73
$249K 0.12%
6,653
+579
74
$235K 0.12%
13,034
-4
75
$224K 0.11%
2,300
1 2
3
4