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
$212M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.02M
3
+$492K
4
EOG icon
EOG Resources
EOG
+$322K
5
PNC icon
PNC Financial Services
PNC
+$315K

Top Sells

1
+$2.6M
2
+$1.94M
3
+$272K
4
MCD icon
McDonald's
MCD
+$264K
5
SBUX icon
Starbucks
SBUX
+$250K

Sector Composition

1 Financials 26.1%
2 Energy 10.99%
3 Technology 10.86%
4 Healthcare 10.53%
5 Industrials 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.63M 1.24%
+21,881
52
$2.49M 1.17%
24,756
-30
53
$2.32M 1.09%
70,201
+385
54
$2.19M 1.03%
24,755
+3,221
55
$2.02M 0.95%
+41,377
56
$1.73M 0.82%
20,545
-418
57
$1.44M 0.68%
26,026
-342
58
$900K 0.42%
7,146
-680
59
$814K 0.38%
7,899
+157
60
$785K 0.37%
12,624
+7,908
61
$746K 0.35%
5,714
-377
62
$606K 0.29%
3,495
-11,212
63
$578K 0.27%
3,597
+143
64
$532K 0.25%
20,276
-7,366
65
$504K 0.24%
16,299
+1,784
66
$477K 0.22%
18,334
+217
67
$378K 0.18%
3,600
68
$342K 0.16%
8,326
+92
69
$302K 0.14%
3,002
-2,626
70
$277K 0.13%
6,654
-267
71
$247K 0.12%
+3,920
72
$246K 0.12%
2,757
-687
73
$243K 0.11%
2,500
+200
74
$239K 0.11%
+3,360
75
$233K 0.11%
3,463
-38,683
1 2
3
4