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
$238M
AUM Growth
+$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$624K
2
+$527K
3
+$407K
4
LYB icon
LyondellBasell Industries
LYB
+$315K
5
VFC icon
VF Corp
VFC
+$282K

Top Sells

1
+$429K
2
+$404K
3
+$324K
4
TGT icon
Target
TGT
+$317K
5
PNC icon
PNC Financial Services
PNC
+$285K

Sector Composition

1 Financials 27.64%
2 Healthcare 13.75%
3 Industrials 11.95%
4 Technology 11.58%
5 Communication Services 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.05M 0.86%
46,698
-901
52
$1.72M 0.72%
21,332
-150
53
$1.53M 0.64%
39,587
-4,660
54
$1.39M 0.58%
10,099
55
$1.07M 0.45%
8,234
+1,760
56
$1.04M 0.44%
12,906
-2,332
57
$927K 0.39%
15,157
-434
58
$776K 0.33%
2,796
-45
59
$690K 0.29%
16,240
-4,000
60
$680K 0.29%
7,806
-1,589
61
$632K 0.27%
9,169
-1,626
62
$545K 0.23%
17,412
+867
63
$527K 0.22%
+10,753
64
$507K 0.21%
4,162
-503
65
$498K 0.21%
4,634
-110
66
$492K 0.21%
4,713
-251
67
$480K 0.2%
10,018
+737
68
$479K 0.2%
14,207
+2,156
69
$464K 0.2%
6,233
70
$456K 0.19%
4,149
71
$451K 0.19%
8,146
+386
72
$431K 0.18%
11,014
73
$407K 0.17%
+4,923
74
$402K 0.17%
3,719
-256
75
$349K 0.15%
6,127
+543
1 2
3
4