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
$250M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.72M
3
+$1.05M
4
DD icon
DuPont de Nemours
DD
+$985K
5
IVZ icon
Invesco
IVZ
+$323K

Top Sells

1
+$560K
2
+$359K
3
+$300K
4
AAPL icon
Apple
AAPL
+$284K
5
V icon
Visa
V
+$276K

Sector Composition

1 Financials 24.16%
2 Healthcare 12.36%
3 Industrials 11.33%
4 Technology 11.01%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.42%
+14,046
52
$1.03M 0.41%
8,250
-1,000
53
$985K 0.39%
+7,408
54
$935K 0.37%
11,307
-3,265
55
$904K 0.36%
15,607
-842
56
$793K 0.32%
2,683
-36
57
$775K 0.31%
6,133
+2,183
58
$712K 0.29%
16,235
-173
59
$694K 0.28%
4,899
-721
60
$660K 0.26%
13,094
-2,364
61
$630K 0.25%
14,634
-375
62
$627K 0.25%
8,034
+864
63
$611K 0.24%
4,051
64
$577K 0.23%
11,605
-593
65
$567K 0.23%
12,240
66
$520K 0.21%
11,224
+253
67
$485K 0.19%
3,635
+649
68
$459K 0.18%
3,384
-597
69
$443K 0.18%
10,156
+178
70
$427K 0.17%
6,242
+725
71
$418K 0.17%
3,726
-390
72
$415K 0.17%
11,014
73
$415K 0.17%
5,135
-3,285
74
$413K 0.17%
3,985
75
$366K 0.15%
3,910
+183
1 2
3
4