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
$316M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$457K
2
+$377K
3
+$201K
4
DXC icon
DXC Technology
DXC
+$182K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$146K

Top Sells

1
+$488K
2
+$303K
3
+$299K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$240K
5
VFC icon
VF Corp
VFC
+$214K

Sector Composition

1 Financials 18.13%
2 Healthcare 11.99%
3 Technology 10.08%
4 Industrials 9.62%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.65%
66,219
+647
52
$2M 0.63%
39,727
+1,370
53
$1.9M 0.6%
47,903
+2,005
54
$1.82M 0.57%
56,906
+14,330
55
$1.31M 0.41%
42,177
-697
56
$1.17M 0.37%
13,988
-148
57
$1.16M 0.37%
14,470
-378
58
$980K 0.31%
7,250
-1,000
59
$871K 0.28%
17,109
+726
60
$791K 0.25%
3,966
61
$786K 0.25%
10,261
62
$767K 0.24%
6,162
-145
63
$740K 0.23%
29,221
-7,848
64
$709K 0.22%
1,950
-26
65
$690K 0.22%
1,895
66
$679K 0.21%
13,814
-152
67
$669K 0.21%
6,101
-449
68
$657K 0.21%
7,906
+4,537
69
$643K 0.2%
3,800
70
$611K 0.19%
12,296
-149
71
$569K 0.18%
10,284
-499
72
$556K 0.18%
5,501
-106
73
$528K 0.17%
1,803
74
$516K 0.16%
9,429
-564
75
$473K 0.15%
23,097
-403
1 2
3
4 5