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
$220M
AUM Growth
+$653K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$3.25M
3
+$2.17M
4
CVS icon
CVS Health
CVS
+$1.42M
5
PM icon
Philip Morris
PM
+$979K

Top Sells

1
+$4.74M
2
+$3.01M
3
+$2.3M
4
CAT icon
Caterpillar
CAT
+$2.17M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.71M

Sector Composition

1 Financials 24.21%
2 Healthcare 15.04%
3 Technology 13.04%
4 Industrials 9.6%
5 Consumer Staples 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.27M 1.04%
81,806
+30,159
52
$2.25M 1.03%
106,442
-21,171
53
$2.17M 0.99%
29,951
+10,994
54
$2.17M 0.99%
+16,529
55
$1.89M 0.86%
22,571
+3,507
56
$1.21M 0.55%
10,544
57
$1.2M 0.54%
7,852
+3,506
58
$1.12M 0.51%
22,139
+1,042
59
$879K 0.4%
13,883
+1,200
60
$774K 0.35%
9,406
-182
61
$589K 0.27%
2,657
+45
62
$470K 0.21%
4,927
+433
63
$457K 0.21%
11,705
64
$453K 0.21%
8,750
+709
65
$437K 0.2%
13,746
-500
66
$409K 0.19%
6,464
+626
67
$403K 0.18%
3,940
68
$400K 0.18%
3,585
69
$390K 0.18%
5,099
-28,343
70
$389K 0.18%
15,120
71
$382K 0.17%
13,410
+1,356
72
$359K 0.16%
+5,733
73
$357K 0.16%
13,944
+3,209
74
$354K 0.16%
2,581
-4
75
$342K 0.16%
10,567
+370
1 2
3
4 5