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
$312M
AUM Growth
-$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$372K
2
+$344K
3
+$266K
4
GLW icon
Corning
GLW
+$255K
5
DXC icon
DXC Technology
DXC
+$246K

Top Sells

1
+$3.85M
2
+$421K
3
+$368K
4
PPL icon
PPL Corp
PPL
+$349K
5
PG icon
Procter & Gamble
PG
+$298K

Sector Composition

1 Financials 18.62%
2 Healthcare 12.07%
3 Technology 9.69%
4 Industrials 8.21%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.56%
23,587
+971
52
$1.7M 0.54%
49,735
+1,832
53
$1.68M 0.54%
57,798
+892
54
$1.05M 0.34%
13,025
-1,445
55
$1.02M 0.33%
7,250
56
$979K 0.31%
31,097
-11,080
57
$969K 0.31%
11,648
-2,340
58
$830K 0.27%
15,253
-1,856
59
$790K 0.25%
2,077
+182
60
$729K 0.23%
4,702
+2,402
61
$729K 0.23%
13,655
-159
62
$725K 0.23%
10,261
63
$713K 0.23%
3,966
64
$664K 0.21%
7,868
-38
65
$663K 0.21%
5,587
-575
66
$616K 0.2%
3,800
67
$567K 0.18%
9,185
-1,099
68
$536K 0.17%
11,356
-940
69
$535K 0.17%
1,803
70
$532K 0.17%
5,909
+408
71
$510K 0.16%
12,414
+883
72
$510K 0.16%
1,308
-642
73
$461K 0.15%
3,705
-2,396
74
$457K 0.15%
9,150
75
$447K 0.14%
12,240
1 2
3
4 5