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
-$458K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$210K
2
+$202K
3
+$199K
4
KMI icon
Kinder Morgan
KMI
+$87.6K
5
XOM icon
Exxon Mobil
XOM
+$41K

Top Sells

1
+$785K
2
+$403K
3
+$344K
4
AAPL icon
Apple
AAPL
+$305K
5
COP icon
ConocoPhillips
COP
+$261K

Sector Composition

1 Financials 24.44%
2 Healthcare 15.54%
3 Technology 12.56%
4 Industrials 9.74%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.42M 1.1%
55,413
-5,990
52
$2.4M 1.1%
23,968
-512
53
$2.3M 1.05%
82,932
+1,126
54
$2.28M 1.04%
16,386
-143
55
$2.16M 0.98%
23,008
+437
56
$1.35M 0.62%
10,544
57
$1.17M 0.53%
21,223
-916
58
$1.01M 0.46%
6,704
-1,148
59
$900K 0.41%
13,883
60
$751K 0.34%
8,867
-539
61
$634K 0.29%
2,554
-103
62
$518K 0.24%
4,941
+14
63
$507K 0.23%
12,715
+1,010
64
$455K 0.21%
12,746
-1,000
65
$442K 0.2%
15,120
66
$439K 0.2%
8,177
-573
67
$427K 0.19%
5,986
-478
68
$419K 0.19%
14,596
+1,186
69
$410K 0.19%
21,925
+4,686
70
$406K 0.19%
2,667
+1,307
71
$384K 0.18%
5,064
-35
72
$381K 0.17%
3,657
+72
73
$378K 0.17%
5,483
-250
74
$368K 0.17%
11,212
+645
75
$357K 0.16%
13,759
-185
1 2
3
4