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
$201M
AUM Growth
-$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.27M
3
+$2.01M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$1.32M
5
SU icon
Suncor Energy
SU
+$984K

Top Sells

1
+$2.32M
2
+$1.33M
3
+$1.32M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.23M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.06M

Sector Composition

1 Financials 27.33%
2 Technology 10.68%
3 Healthcare 10.47%
4 Energy 10.03%
5 Consumer Staples 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.53M 1.26%
22,619
+3,137
52
$2.42M 1.21%
24,786
-815
53
$2.27M 1.13%
+23,128
54
$2.15M 1.07%
69,816
-604
55
$2.01M 1%
+21,534
56
$1.72M 0.86%
20,963
-3,968
57
$1.43M 0.71%
26,368
+182
58
$971K 0.48%
7,826
-198
59
$752K 0.38%
7,742
+699
60
$724K 0.36%
6,091
-236
61
$693K 0.35%
27,642
-4,000
62
$564K 0.28%
3,454
+354
63
$552K 0.28%
5,628
-23,704
64
$434K 0.22%
18,117
+2,830
65
$375K 0.19%
14,515
+883
66
$348K 0.17%
3,600
67
$301K 0.15%
4,716
68
$288K 0.14%
3,444
69
$284K 0.14%
6,921
+268
70
$275K 0.14%
8,234
+1,188
71
$250K 0.12%
6,816
+400
72
$240K 0.12%
2,300
73
$229K 0.11%
13,338
+367
74
$223K 0.11%
12,734
-300
75
$215K 0.11%
+5,359
1 2
3
4