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
$237M
AUM Growth
-$639K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$984K
3
+$863K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$656K
5
DFS
Discover Financial Services
DFS
+$431K

Top Sells

1
+$5.12M
2
+$3.02M
3
+$2.91M
4
DD icon
DuPont de Nemours
DD
+$2.67M
5
DD
Du Pont De Nemours E I
DD
+$1.04M

Sector Composition

1 Financials 27.43%
2 Healthcare 13.98%
3 Industrials 12.35%
4 Technology 11.26%
5 Communication Services 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.64%
40,026
+439
52
$1.04M 0.44%
9,800
-299
53
$999K 0.42%
8,620
+386
54
$958K 0.4%
15,684
+527
55
$918K 0.39%
20,405
-67,210
56
$891K 0.38%
2,873
+77
57
$718K 0.3%
7,891
+85
58
$641K 0.27%
8,608
-561
59
$612K 0.26%
18,211
+799
60
$575K 0.24%
4,610
-24
61
$560K 0.24%
14,716
+509
62
$536K 0.23%
4,051
-111
63
$536K 0.23%
12,240
-4,000
64
$521K 0.22%
10,030
-723
65
$516K 0.22%
10,506
+488
66
$464K 0.2%
3,950
-763
67
$461K 0.19%
5,037
+114
68
$451K 0.19%
8,706
+560
69
$451K 0.19%
4,149
70
$444K 0.19%
8,561
-56,053
71
$434K 0.18%
4,084
+365
72
$427K 0.18%
11,014
73
$402K 0.17%
6,346
+113
74
$398K 0.17%
6,631
+504
75
$383K 0.16%
3,867
+137
1 2
3
4