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
$307M
AUM Growth
-$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$951K
3
+$422K
4
DHI icon
D.R. Horton
DHI
+$375K
5
AMZN icon
Amazon
AMZN
+$331K

Top Sells

1
+$302K
2
+$300K
3
+$297K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$279K
5
FI icon
Fiserv
FI
+$249K

Sector Composition

1 Technology 15.57%
2 Healthcare 13.24%
3 Financials 12.56%
4 Consumer Discretionary 7.4%
5 Industrials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$788K 0.26%
9,196
-263
52
$761K 0.25%
14,993
-1,433
53
$743K 0.24%
2,290
-13
54
$695K 0.23%
4,173
-905
55
$679K 0.22%
4,726
-197
56
$667K 0.22%
4,225
-100
57
$651K 0.21%
3,027
58
$624K 0.2%
11,917
-533
59
$570K 0.19%
1,324
-68
60
$561K 0.18%
3,665
-140
61
$535K 0.17%
7,112
62
$521K 0.17%
3,401
-640
63
$521K 0.17%
6,248
-1,423
64
$479K 0.16%
9,586
65
$477K 0.16%
11,886
66
$459K 0.15%
3,176
-45
67
$404K 0.13%
3,526
-2
68
$397K 0.13%
9,792
-420
69
$395K 0.13%
6,282
-438
70
$384K 0.13%
3,890
-35
71
$359K 0.12%
1,969
-94
72
$347K 0.11%
3,252
73
$335K 0.11%
5,342
-306
74
$323K 0.11%
9,814
75
$318K 0.1%
1,289
-245
1 2
3
4 5