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
$305M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.09M
3
+$1.99M
4
ADP icon
Automatic Data Processing
ADP
+$1.86M
5
BAC icon
Bank of America
BAC
+$1.85M

Top Sells

1
+$5.05M
2
+$2.09M
3
+$1.61M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.34M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.17M

Sector Composition

1 Financials 17.38%
2 Healthcare 12.33%
3 Technology 10.47%
4 Industrials 9.27%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.7%
65,572
+6,749
52
$2.09M 0.68%
21,913
+3,261
53
$2M 0.66%
45,898
+24,340
54
$1.36M 0.45%
42,874
-426
55
$1.18M 0.39%
14,848
-903
56
$1.16M 0.38%
+42,576
57
$1.14M 0.37%
14,136
-409
58
$978K 0.32%
8,250
59
$878K 0.29%
37,069
+2,747
60
$829K 0.27%
10,261
-340
61
$777K 0.25%
6,307
+1,083
62
$768K 0.25%
16,383
+275
63
$741K 0.24%
3,966
-85
64
$723K 0.24%
1,895
-159
65
$682K 0.22%
6,550
-1,319
66
$650K 0.21%
13,966
+1,248
67
$635K 0.21%
3,800
-189
68
$593K 0.19%
1,976
+218
69
$557K 0.18%
10,783
-1,490
70
$547K 0.18%
4,883
+868
71
$540K 0.18%
9,993
-4,865
72
$532K 0.17%
9,904
-2,573
73
$530K 0.17%
12,445
+4,616
74
$515K 0.17%
5,607
+1,913
75
$509K 0.17%
1,803
1 2
3
4 5