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
$355M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.4M
3
+$4.34M
4
ZTS icon
Zoetis
ZTS
+$4.24M
5
COST icon
Costco
COST
+$3.05M

Top Sells

1
+$5.47M
2
+$4.65M
3
+$4.01M
4
BDX icon
Becton Dickinson
BDX
+$3.99M
5
SWKS icon
Skyworks Solutions
SWKS
+$3.42M

Sector Composition

1 Technology 14.84%
2 Financials 14.43%
3 Healthcare 11.79%
4 Consumer Discretionary 8.55%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$786K 0.22%
5,656
-28,854
52
$766K 0.22%
5,411
-10
53
$746K 0.21%
2,020
+298
54
$729K 0.21%
5,383
+496
55
$669K 0.19%
5,185
+435
56
$618K 0.17%
7,299
+292
57
$617K 0.17%
17,027
+1,455
58
$572K 0.16%
11,057
-483
59
$572K 0.16%
3,809
+111
60
$557K 0.16%
12,240
61
$555K 0.16%
9,150
62
$555K 0.16%
9,946
+100
63
$509K 0.14%
2,995
+16
64
$443K 0.12%
7,300
-1,655
65
$440K 0.12%
15,276
+1,000
66
$436K 0.12%
7,013
-106
67
$415K 0.12%
2,627
68
$413K 0.12%
3,221
+115
69
$411K 0.12%
10,624
-141,351
70
$411K 0.12%
5,220
+919
71
$399K 0.11%
8,817
+360
72
$398K 0.11%
1,564
73
$394K 0.11%
4,016
-321
74
$390K 0.11%
1,048
+24
75
$381K 0.11%
2,074
+748
1 2
3
4 5