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
$328M
AUM Growth
+$78.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$22.5M
3
+$2.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.8M
5
VFC icon
VF Corp
VFC
+$2.26M

Top Sells

1
+$1.76M
2
+$1.17M
3
+$444K
4
LMT icon
Lockheed Martin
LMT
+$308K
5
AAPL icon
Apple
AAPL
+$254K

Sector Composition

1 Financials 18.68%
2 Healthcare 10.42%
3 Industrials 9.42%
4 Technology 8.53%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.38M 0.73%
43,201
-31
52
$2.26M 0.69%
+25,721
53
$2.21M 0.67%
36,233
-148
54
$2.15M 0.65%
55,442
-2,238
55
$1.21M 0.37%
41,417
-2,173
56
$1.2M 0.36%
13,784
-262
57
$1.08M 0.33%
8,250
58
$998K 0.3%
14,744
-863
59
$961K 0.29%
7,408
60
$952K 0.29%
11,203
-104
61
$731K 0.22%
4,051
62
$722K 0.22%
5,907
-226
63
$722K 0.22%
4,435
-464
64
$687K 0.21%
14,126
-508
65
$687K 0.21%
14,878
-1,357
66
$635K 0.19%
7,626
-408
67
$621K 0.19%
1,794
-889
68
$574K 0.18%
12,240
69
$555K 0.17%
11,442
-1,652
70
$533K 0.16%
11,267
-338
71
$524K 0.16%
+1,803
72
$508K 0.15%
3,516
-119
73
$495K 0.15%
3,249
-135
74
$472K 0.14%
10,817
-407
75
$459K 0.14%
9,829
-327
1 2
3
4 5