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
$213M
AUM Growth
+$810K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$1.53M
3
+$1.18M
4
CTSH icon
Cognizant
CTSH
+$748K
5
AMP icon
Ameriprise Financial
AMP
+$683K

Top Sells

1
+$1.13M
2
+$969K
3
+$499K
4
ORCL icon
Oracle
ORCL
+$398K
5
UNP icon
Union Pacific
UNP
+$379K

Sector Composition

1 Financials 25.69%
2 Healthcare 13.21%
3 Technology 11.68%
4 Energy 9.58%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.57M 1.2%
50,876
-1,245
52
$2.48M 1.17%
30,557
-4,088
53
$2.44M 1.14%
23,620
-1,179
54
$2.26M 1.06%
23,992
-764
55
$2.11M 0.99%
69,097
-1,104
56
$1.86M 0.87%
22,287
+1,742
57
$1.53M 0.72%
+27,771
58
$1.42M 0.66%
25,051
-975
59
$871K 0.41%
12,776
+152
60
$831K 0.39%
6,765
-381
61
$772K 0.36%
6,920
-979
62
$640K 0.3%
5,364
-350
63
$588K 0.28%
3,217
-380
64
$564K 0.26%
3,110
-385
65
$499K 0.23%
14,332
-1,967
66
$396K 0.19%
16,302
-2,032
67
$388K 0.18%
8,768
+3,486
68
$359K 0.17%
15,276
-5,000
69
$354K 0.17%
3,600
70
$315K 0.15%
6,784
+130
71
$270K 0.13%
6,988
-1,338
72
$257K 0.12%
2,757
73
$253K 0.12%
3,920
74
$248K 0.12%
2,612
-390
75
$239K 0.11%
2,500
1 2
3
4