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
$218M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$484K
3
+$435K
4
PRU icon
Prudential Financial
PRU
+$432K
5
CSCO icon
Cisco
CSCO
+$387K

Top Sells

1
+$3.26M
2
+$2.54M
3
+$630K
4
AAPL icon
Apple
AAPL
+$319K
5
DIS icon
Walt Disney
DIS
+$287K

Sector Composition

1 Financials 26.55%
2 Healthcare 15.8%
3 Technology 11.6%
4 Industrials 8.88%
5 Energy 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.4M 1.1%
39,104
+517
52
$2.25M 1.03%
76,178
+9,227
53
$2.24M 1.03%
81,244
+1,701
54
$2.16M 0.99%
26,911
+1,039
55
$1.84M 0.85%
22,139
-2,262
56
$1.15M 0.53%
21,140
+378
57
$814K 0.37%
13,399
+56
58
$742K 0.34%
9,484
-2,933
59
$577K 0.27%
4,528
-1,570
60
$529K 0.24%
2,845
-342
61
$456K 0.21%
15,120
62
$435K 0.2%
+2,685
63
$432K 0.2%
+4,936
64
$419K 0.19%
4,340
+201
65
$413K 0.19%
3,600
66
$387K 0.18%
+14,090
67
$380K 0.17%
4,351
-2,671
68
$368K 0.17%
3,920
69
$344K 0.16%
15,366
+317
70
$332K 0.15%
2,134
-345
71
$330K 0.15%
5,922
-1,622
72
$301K 0.14%
12,276
73
$295K 0.14%
9,714
-4,695
74
$293K 0.13%
6,258
-2,410
75
$272K 0.12%
2,860
+171
1 2
3
4