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
$364M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$628K
2
+$371K
3
+$267K
4
CDW icon
CDW
CDW
+$260K
5
BMY icon
Bristol-Myers Squibb
BMY
+$247K

Top Sells

1
+$2.71M
2
+$786K
3
+$655K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$580K
5
ORLY icon
O'Reilly Automotive
ORLY
+$488K

Sector Composition

1 Technology 15.32%
2 Financials 14.39%
3 Healthcare 11.73%
4 Consumer Discretionary 8.9%
5 Communication Services 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$846K 0.23%
3,844
-150
52
$812K 0.22%
2,147
+127
53
$783K 0.22%
5,285
-126
54
$651K 0.18%
4,644
-541
55
$638K 0.18%
7,422
+123
56
$628K 0.17%
+718
57
$604K 0.17%
15,422
-1,605
58
$599K 0.16%
3,526
-283
59
$590K 0.16%
9,351
-595
60
$580K 0.16%
9,150
61
$536K 0.15%
10,111
-946
62
$536K 0.15%
2,576
-419
63
$526K 0.14%
2,290
+800
64
$516K 0.14%
12,240
65
$505K 0.14%
1,261
+213
66
$458K 0.13%
2,627
67
$445K 0.12%
3,125
+416
68
$428K 0.12%
9,117
+300
69
$427K 0.12%
15,276
70
$424K 0.12%
3,216
-5
71
$413K 0.11%
5,311
+91
72
$400K 0.11%
3,722
-294
73
$396K 0.11%
6,609
-691
74
$395K 0.11%
9,569
-1,055
75
$391K 0.11%
7,588
+102
1 2
3
4 5