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
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.55M
3
+$4.93M
4
BLK icon
Blackrock
BLK
+$4.7M
5
UNH icon
UnitedHealth
UNH
+$4.23M

Top Sells

1
+$7.8M
2
+$7.24M
3
+$5.97M
4
ALL icon
Allstate
ALL
+$5.89M
5
ICE icon
Intercontinental Exchange
ICE
+$4.51M

Sector Composition

1 Technology 17.12%
2 Financials 12.56%
3 Healthcare 11.86%
4 Consumer Discretionary 7.84%
5 Communication Services 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$798K 0.22%
4,325
+30
52
$796K 0.22%
9,699
-336
53
$781K 0.22%
9,459
-12
54
$752K 0.21%
4,923
-487
55
$660K 0.19%
2,303
+13
56
$656K 0.18%
3,027
57
$655K 0.18%
4,041
-36,847
58
$644K 0.18%
12,450
-877
59
$631K 0.18%
7,671
-88,052
60
$614K 0.17%
1,392
-311
61
$603K 0.17%
3,805
-148
62
$565K 0.16%
7,112
-7,417
63
$554K 0.16%
+11,886
64
$552K 0.16%
9,586
+436
65
$525K 0.15%
3,221
-10
66
$507K 0.14%
10,212
-528
67
$462K 0.13%
3,528
+2
68
$459K 0.13%
3,252
69
$442K 0.12%
2,063
-35
70
$417K 0.12%
6,720
+438
71
$414K 0.12%
996
+3
72
$412K 0.12%
9,015
-170,610
73
$397K 0.11%
5,648
-259
74
$379K 0.11%
1,534
+76
75
$368K 0.1%
3,925
-25
1 2
3
4 5