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
$358M
AUM Growth
-$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$268K
3
+$244K
4
AMGN icon
Amgen
AMGN
+$237K
5
PWR icon
Quanta Services
PWR
+$234K

Top Sells

1
+$1.08M
2
+$427K
3
+$413K
4
MSFT icon
Microsoft
MSFT
+$309K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$294K

Sector Composition

1 Technology 15.51%
2 Financials 14.48%
3 Healthcare 11.85%
4 Consumer Discretionary 8.94%
5 Communication Services 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$753K 0.21%
3,842
-2
52
$752K 0.21%
5,003
-282
53
$676K 0.19%
1,959
-188
54
$648K 0.18%
4,338
-306
55
$636K 0.18%
7,453
+31
56
$611K 0.17%
14,203
-1,219
57
$578K 0.16%
689
-29
58
$562K 0.16%
12,240
59
$558K 0.16%
9,150
60
$555K 0.16%
9,451
+100
61
$529K 0.15%
2,290
62
$518K 0.14%
9,526
-585
63
$505K 0.14%
3,526
64
$496K 0.14%
10,677
+1,560
65
$494K 0.14%
1,265
+4
66
$466K 0.13%
22,819
+6,338
67
$447K 0.12%
2,453
-123
68
$445K 0.12%
2,627
69
$426K 0.12%
2,934
-282
70
$403K 0.11%
9,506
-63
71
$403K 0.11%
14,476
-800
72
$392K 0.11%
6,341
-268
73
$387K 0.11%
7,654
+66
74
$381K 0.11%
9,814
75
$380K 0.11%
3,378
-344
1 2
3
4 5