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
$219M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.56M
3
+$1.71M
4
BND icon
Vanguard Total Bond Market
BND
+$1.1M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$592K

Top Sells

1
+$3.58M
2
+$3.52M
3
+$557K
4
AMP icon
Ameriprise Financial
AMP
+$497K
5
EOG icon
EOG Resources
EOG
+$464K

Sector Composition

1 Financials 25.69%
2 Healthcare 15.08%
3 Technology 10.89%
4 Industrials 8.91%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.92%
28,819
-110
52
$1.76M 0.8%
37,735
-2,775
53
$1.71M 0.78%
+28,336
54
$1.5M 0.68%
22,189
-6,579
55
$1.49M 0.68%
19,064
-1,343
56
$1.34M 0.61%
18,957
-6,557
57
$1.33M 0.61%
51,647
-21,583
58
$1.32M 0.6%
16,344
+13,590
59
$1.17M 0.54%
10,544
60
$1.06M 0.49%
21,097
-38
61
$845K 0.39%
12,683
-75
62
$761K 0.35%
9,588
+385
63
$649K 0.3%
4,346
+44
64
$592K 0.27%
+28,323
65
$567K 0.26%
2,612
-265
66
$455K 0.21%
+11,705
67
$451K 0.21%
3,940
68
$434K 0.2%
15,120
69
$425K 0.19%
14,246
70
$420K 0.19%
+8,311
71
$404K 0.18%
4,494
-90
72
$378K 0.17%
2,585
73
$376K 0.17%
+8,041
74
$365K 0.17%
+6,882
75
$354K 0.16%
3,585
-15
1 2
3
4