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
$231M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$3.14M
3
+$837K
4
KMB icon
Kimberly-Clark
KMB
+$718K
5
ALL icon
Allstate
ALL
+$585K

Top Sells

1
+$4.21M
2
+$4.04M
3
+$3.5M
4
PM icon
Philip Morris
PM
+$2.01M
5
JPM icon
JPMorgan Chase
JPM
+$918K

Sector Composition

1 Financials 26.96%
2 Healthcare 13.7%
3 Industrials 12.97%
4 Technology 12.51%
5 Communication Services 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$919K 0.4%
2,719
-255
52
$855K 0.37%
16,449
-997
53
$837K 0.36%
8,420
-20,234
54
$804K 0.35%
15,458
-77,596
55
$755K 0.33%
5,620
-26,072
56
$713K 0.31%
16,408
-1,670
57
$644K 0.28%
15,009
-2,501
58
$635K 0.27%
12,198
-1,020
59
$587K 0.25%
3,981
-600
60
$568K 0.25%
7,170
-565
61
$550K 0.24%
4,051
62
$538K 0.23%
12,240
63
$490K 0.21%
10,971
-225
64
$458K 0.2%
9,978
-516
65
$450K 0.19%
3,950
66
$445K 0.19%
3,985
67
$438K 0.19%
2,986
-216
68
$414K 0.18%
11,014
69
$395K 0.17%
4,116
-537
70
$386K 0.17%
3,727
-496
71
$375K 0.16%
6,014
-184
72
$359K 0.16%
6,478
-1,023
73
$357K 0.15%
26,152
-1,060
74
$352K 0.15%
3,335
-399
75
$342K 0.15%
4,283
+275
1 2
3
4