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
$223M
AUM Growth
-$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.88M
3
+$2.52M
4
TEL icon
TE Connectivity
TEL
+$845K
5
CPRI icon
Capri Holdings
CPRI
+$576K

Top Sells

1
+$2.82M
2
+$2.15M
3
+$888K
4
HD icon
Home Depot
HD
+$687K
5
PNC icon
PNC Financial Services
PNC
+$514K

Sector Composition

1 Financials 25.66%
2 Healthcare 15.13%
3 Technology 12.02%
4 Industrials 9.24%
5 Consumer Staples 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 1.13%
+2,164
52
$2.4M 1.08%
38,587
-1,394
53
$2.33M 1.05%
79,543
-1,524
54
$2.3M 1.03%
31,540
-839
55
$2.1M 0.94%
66,951
-3,704
56
$2.07M 0.93%
24,401
+79
57
$1.95M 0.88%
25,872
+461
58
$1.14M 0.51%
20,762
-1,623
59
$1.02M 0.46%
12,417
-34,463
60
$906K 0.41%
13,343
+422
61
$725K 0.33%
6,098
-111
62
$723K 0.32%
7,022
-13
63
$647K 0.29%
3,187
-111
64
$460K 0.21%
+15,120
65
$451K 0.2%
14,409
-93
66
$435K 0.2%
4,139
+259
67
$430K 0.19%
8,668
-384
68
$427K 0.19%
7,544
-1,016
69
$406K 0.18%
3,600
70
$380K 0.17%
2,479
-345
71
$361K 0.16%
15,049
-470
72
$323K 0.15%
12,276
73
$277K 0.12%
7,140
-126
74
$262K 0.12%
2,689
+441
75
$244K 0.11%
2,548
1 2
3
4