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
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$398K
2
+$239K
3
+$203K
4
DOX icon
Amdocs
DOX
+$196K
5
WM icon
Waste Management
WM
+$109K

Top Sells

1
+$1.63M
2
+$557K
3
+$317K
4
INTC icon
Intel
INTC
+$302K
5
UPS icon
United Parcel Service
UPS
+$296K

Sector Composition

1 Technology 14.54%
2 Healthcare 13.3%
3 Financials 11.97%
4 Communication Services 7.82%
5 Consumer Discretionary 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$881K 0.28%
11,136
-82
52
$849K 0.27%
3,966
53
$830K 0.26%
5,985
+38
54
$787K 0.25%
3,996
-60
55
$758K 0.24%
5,455
-455
56
$754K 0.24%
27,703
-1,600
57
$740K 0.23%
1,930
+14
58
$706K 0.22%
2,107
59
$698K 0.22%
7,919
+130
60
$624K 0.2%
5,512
+966
61
$613K 0.19%
17,617
+185
62
$608K 0.19%
3,646
-1,773
63
$520K 0.16%
13,203
+681
64
$462K 0.15%
9,150
65
$458K 0.15%
3,748
66
$454K 0.14%
9,741
-915
67
$429K 0.14%
6,891
-241
68
$425K 0.13%
7,849
+619
69
$410K 0.13%
4,959
-102
70
$408K 0.13%
5,109
-128
71
$398K 0.13%
+3,473
72
$388K 0.12%
4,910
+296
73
$388K 0.12%
10,430
-116
74
$381K 0.12%
1,736
-111
75
$377K 0.12%
2,627
-1,600
1 2
3
4 5