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
$393M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$600K
3
+$246K
4
SO icon
Southern Company
SO
+$219K
5
STX icon
Seagate
STX
+$218K

Top Sells

1
+$1.53M
2
+$1.24M
3
+$1.06M
4
MSFT icon
Microsoft
MSFT
+$586K
5
PAYX icon
Paychex
PAYX
+$380K

Sector Composition

1 Technology 15.28%
2 Financials 13.56%
3 Healthcare 12.07%
4 Consumer Discretionary 9.05%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$885K 0.23%
5,410
-1,064
52
$861K 0.22%
4,295
-354
53
$848K 0.22%
4,880
-123
54
$787K 0.2%
13,327
-876
55
$769K 0.2%
10,035
-2,026
56
$660K 0.17%
3,953
-385
57
$645K 0.16%
1,284
+19
58
$633K 0.16%
2,290
59
$608K 0.15%
3,526
60
$606K 0.15%
1,703
-256
61
$589K 0.15%
643
-46
62
$586K 0.15%
3,027
+400
63
$580K 0.15%
9,471
+20
64
$561K 0.14%
9,150
65
$551K 0.14%
12,240
66
$518K 0.13%
10,740
+63
67
$486K 0.12%
7,660
-1,866
68
$452K 0.12%
2,613
-321
69
$450K 0.11%
2,098
-355
70
$435K 0.11%
14,476
71
$429K 0.11%
9,646
+140
72
$428K 0.11%
23,031
+212
73
$403K 0.1%
2,560
-375
74
$403K 0.1%
9,773
75
$398K 0.1%
1,527
1 2
3
4 5