UF

Univest Financial Portfolio holdings

AUM $1.89B
1-Year Est. Return 22.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$20.5M
3
+$6.34M
4
ADP icon
Automatic Data Processing
ADP
+$5.68M
5
GPN icon
Global Payments
GPN
+$5.46M

Top Sells

1
+$6.23M
2
+$5.17M
3
+$4.38M
4
KO icon
Coca-Cola
KO
+$4.21M
5
UNP icon
Union Pacific
UNP
+$4.2M

Sector Composition

1 Healthcare 14.19%
2 Financials 14.12%
3 Technology 12.06%
4 Industrials 7.74%
5 Communication Services 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$866K 0.34%
7,250
-2,849
52
$865K 0.34%
5,481
-9,172
53
$857K 0.34%
11,674
-7,513
54
$723K 0.29%
29,303
-20,850
55
$721K 0.29%
6,007
+3,674
56
$681K 0.27%
6,187
-2,957
57
$678K 0.27%
2,000
-727
58
$676K 0.27%
7,915
-4,447
59
$620K 0.25%
4,249
-1,964
60
$616K 0.24%
22,238
-194,682
61
$596K 0.24%
11,015
+137
62
$560K 0.22%
4,227
+1,927
63
$543K 0.22%
7,489
-586
64
$543K 0.22%
+2,107
65
$543K 0.22%
5,556
-42,243
66
$540K 0.21%
3,829
-25,432
67
$538K 0.21%
17,356
-4,367
68
$507K 0.2%
5,730
-27,679
69
$505K 0.2%
+13,323
70
$500K 0.2%
12,708
-2,706
71
$481K 0.19%
+5,150
72
$464K 0.18%
+5,018
73
$432K 0.17%
+12,666
74
$423K 0.17%
11,154
-11,124
75
$404K 0.16%
+10,044
1 2
3
4 5