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
$204M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.47M
3
+$2.19M
4
EFX icon
Equifax
EFX
+$1.02M
5
TEL icon
TE Connectivity
TEL
+$474K

Top Sells

1
+$3.06M
2
+$2.45M
3
+$440K
4
PSX icon
Phillips 66
PSX
+$420K
5
NKE icon
Nike
NKE
+$393K

Sector Composition

1 Financials 26.21%
2 Healthcare 14.83%
3 Technology 11.42%
4 Industrials 9.23%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2M 0.98%
28,929
-1,389
52
$1.96M 0.96%
73,230
-8,014
53
$1.94M 0.95%
40,510
+1,406
54
$1.9M 0.93%
28,768
-3,438
55
$1.86M 0.91%
25,514
-3,543
56
$1.52M 0.74%
20,407
-1,732
57
$1.02M 0.5%
+10,544
58
$996K 0.49%
21,135
-5
59
$662K 0.32%
9,203
-281
60
$615K 0.3%
12,758
-641
61
$596K 0.29%
2,877
+32
62
$520K 0.25%
4,302
-226
63
$470K 0.23%
15,120
64
$434K 0.21%
20,485
+5,119
65
$407K 0.2%
3,940
+20
66
$380K 0.19%
4,992
+56
67
$377K 0.18%
14,246
+1,970
68
$369K 0.18%
14,045
-45
69
$362K 0.18%
4,584
+244
70
$349K 0.17%
2,585
-100
71
$338K 0.17%
11,207
+1,493
72
$337K 0.16%
6,010
+88
73
$316K 0.15%
3,600
74
$309K 0.15%
4,051
-300
75
$306K 0.15%
6,425
+167
1 2
3
4