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
$345M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$1.81M
3
+$1.49M
4
ALL icon
Allstate
ALL
+$925K
5
HON icon
Honeywell
HON
+$800K

Top Sells

1
+$4.1M
2
+$2.32M
3
+$2.24M
4
PNC icon
PNC Financial Services
PNC
+$2.23M
5
AAPL icon
Apple
AAPL
+$1.54M

Sector Composition

1 Technology 14.61%
2 Financials 13.39%
3 Healthcare 12.99%
4 Communication Services 7.99%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.35%
6,250
52
$942K 0.27%
3,966
53
$828K 0.24%
10,604
-532
54
$822K 0.24%
3,947
-49
55
$804K 0.23%
5,421
-564
56
$788K 0.23%
2,107
57
$680K 0.2%
4,887
-568
58
$649K 0.19%
7,638
+5,065
59
$626K 0.18%
4,207
-6,014
60
$618K 0.18%
7,007
-912
61
$611K 0.18%
1,722
-208
62
$573K 0.17%
15,572
-2,045
63
$560K 0.16%
4,750
-762
64
$534K 0.16%
9,150
65
$533K 0.15%
3,698
-50
66
$516K 0.15%
11,540
-1,663
67
$502K 0.15%
2,979
-667
68
$437K 0.13%
7,119
-730
69
$420K 0.12%
8,955
-1,475
70
$406K 0.12%
8,457
-1,284
71
$405K 0.12%
9,846
-243
72
$404K 0.12%
4,337
-772
73
$403K 0.12%
14,276
-13,427
74
$400K 0.12%
2,627
75
$378K 0.11%
9,814
1 2
3
4 5