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
$271M
AUM Growth
-$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.47M
3
+$2.23M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.09M
5
GPN icon
Global Payments
GPN
+$1.99M

Top Sells

1
+$4.16M
2
+$3.9M
3
+$3.57M
4
MMM icon
3M
MMM
+$2.7M
5
LHX icon
L3Harris
LHX
+$1.92M

Sector Composition

1 Financials 16.69%
2 Healthcare 12.73%
3 Technology 8.83%
4 Industrials 7.5%
5 Communication Services 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65M 0.61%
58,823
+3,381
52
$1.63M 0.6%
+30,657
53
$1.63M 0.6%
18,652
-594
54
$1.61M 0.59%
+16,225
55
$1.48M 0.54%
+32,432
56
$1.46M 0.54%
38,375
-33,141
57
$1.34M 0.49%
+20,741
58
$1.23M 0.45%
43,300
+1,883
59
$1.15M 0.42%
+20,093
60
$1.15M 0.42%
15,751
+1,007
61
$1.06M 0.39%
24,552
-18,649
62
$999K 0.37%
14,545
+761
63
$985K 0.36%
+19,406
64
$778K 0.29%
21,558
-14,675
65
$768K 0.28%
8,250
66
$763K 0.28%
16,108
+1,230
67
$740K 0.27%
+34,322
68
$723K 0.27%
7,869
+243
69
$723K 0.27%
10,601
-602
70
$662K 0.24%
2,054
+1,466
71
$644K 0.24%
14,858
+732
72
$606K 0.22%
4,051
73
$586K 0.22%
12,477
+1,210
74
$568K 0.21%
5,224
-683
75
$551K 0.2%
12,718
+1,276
1 2
3
4 5