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
$221M
AUM Growth
+$1.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$238K
3
+$115K
4
KO icon
Coca-Cola
KO
+$115K
5
DIS icon
Walt Disney
DIS
+$80.2K

Top Sells

1
+$3.17M
2
+$3.1M
3
+$1.16M
4
IBM icon
IBM
IBM
+$291K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$217K

Sector Composition

1 Financials 25.68%
2 Healthcare 15.45%
3 Technology 11.91%
4 Industrials 10.18%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.41M 1.09%
55,528
+115
52
$2.31M 1.05%
83,341
+409
53
$1.85M 0.84%
21,229
-1,779
54
$1.42M 0.64%
10,544
55
$1.39M 0.63%
40,274
-33,535
56
$1.26M 0.57%
21,094
-129
57
$953K 0.43%
14,233
+350
58
$842K 0.38%
9,382
+515
59
$788K 0.36%
5,553
-1,151
60
$624K 0.28%
2,602
+48
61
$528K 0.24%
22,826
+901
62
$484K 0.22%
15,120
63
$483K 0.22%
12,224
-491
64
$479K 0.22%
15,110
+514
65
$448K 0.2%
5,049
-15
66
$435K 0.2%
11,532
+320
67
$435K 0.2%
8,471
+294
68
$428K 0.19%
4,154
-787
69
$417K 0.19%
6,533
+547
70
$412K 0.19%
3,985
+328
71
$410K 0.19%
6,479
+996
72
$404K 0.18%
4,161
+110
73
$358K 0.16%
11,746
-1,000
74
$332K 0.15%
13,961
+202
75
$320K 0.14%
5,553
-99
1 2
3
4