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
$318M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.11M
3
+$2.05M
4
BLK icon
Blackrock
BLK
+$1.53M
5
MKSI icon
MKS Inc
MKSI
+$1.48M

Top Sells

1
+$7.84M
2
+$5.59M
3
+$1.93M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.48M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.43M

Sector Composition

1 Technology 16.72%
2 Healthcare 12.23%
3 Financials 11.78%
4 Consumer Discretionary 5.7%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.33%
10,647
-8,078
52
$1.02M 0.32%
5,250
53
$1.01M 0.32%
9,196
54
$970K 0.31%
8,739
-470
55
$950K 0.3%
3,855
56
$877K 0.28%
2,294
57
$838K 0.26%
2,290
58
$779K 0.25%
3,764
+61
59
$701K 0.22%
3,027
60
$697K 0.22%
14,700
-13,070
61
$651K 0.21%
3,605
-340
62
$650K 0.2%
4,289
-321
63
$636K 0.2%
4,030
-195
64
$570K 0.18%
3,176
65
$541K 0.17%
+6,563
66
$539K 0.17%
11,886
67
$531K 0.17%
10,354
-1,109
68
$521K 0.16%
1,070
-159
69
$458K 0.14%
2,918
-431
70
$438K 0.14%
3,486
71
$426K 0.13%
993
72
$400K 0.13%
6,282
73
$394K 0.12%
3,890
74
$393K 0.12%
9,985
-2,045
75
$393K 0.12%
8,313
-1,104
1 2
3
4 5