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
$229M
AUM Growth
-$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.93M
3
+$2.38M
4
OXY icon
Occidental Petroleum
OXY
+$738K
5
QCOM icon
Qualcomm
QCOM
+$673K

Top Sells

1
+$3.78M
2
+$3.02M
3
+$2.66M
4
ORCL icon
Oracle
ORCL
+$2.54M
5
TGT icon
Target
TGT
+$1.92M

Sector Composition

1 Financials 26.28%
2 Healthcare 13.32%
3 Industrials 12.12%
4 Technology 11.63%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.3M 1%
23,532
-2,669
52
$1.76M 0.77%
21,482
-796
53
$1.65M 0.72%
44,247
-5,906
54
$1.38M 0.6%
10,099
55
$1.22M 0.54%
15,238
-4,500
56
$945K 0.41%
15,591
-3,596
57
$925K 0.4%
6,474
-3,229
58
$844K 0.37%
9,395
+251
59
$799K 0.35%
20,240
+10,120
60
$760K 0.33%
2,841
+114
61
$711K 0.31%
10,795
-3,858
62
$559K 0.24%
16,545
+1,131
63
$533K 0.23%
4,964
-3,111
64
$522K 0.23%
4,665
-1,548
65
$462K 0.2%
9,281
+404
66
$458K 0.2%
7,760
+655
67
$445K 0.19%
6,233
+187
68
$440K 0.19%
4,744
+172
69
$436K 0.19%
4,149
+164
70
$435K 0.19%
12,051
+1,173
71
$429K 0.19%
19,720
-2,586
72
$426K 0.19%
11,014
-1,210
73
$424K 0.19%
3,975
+95
74
$401K 0.18%
2,737
-3,210
75
$344K 0.15%
10,596
-11,127
1 2
3
4 5