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
$320M
AUM Growth
+$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.77M
3
+$1.73M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.69M
5
SHW icon
Sherwin-Williams
SHW
+$1.63M

Top Sells

1
+$7.61M
2
+$2.9M
3
+$2.75M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.51M
5
CSCO icon
Cisco
CSCO
+$1.92M

Sector Composition

1 Technology 18.99%
2 Healthcare 13.11%
3 Financials 11.49%
4 Consumer Discretionary 6.32%
5 Consumer Staples 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$817K 0.26%
3,855
52
$770K 0.24%
3,027
53
$745K 0.23%
3,703
-61
54
$695K 0.22%
4,259
+1,083
55
$628K 0.2%
3,447
-158
56
$579K 0.18%
10,835
-21,712
57
$575K 0.18%
14,778
+4,793
58
$512K 0.16%
4,030
59
$497K 0.16%
5,111
+1,221
60
$489K 0.15%
2,998
+80
61
$468K 0.15%
12,349
-72,534
62
$466K 0.15%
3,486
63
$464K 0.14%
981
-89
64
$447K 0.14%
11,886
65
$424K 0.13%
2,805
-10,107
66
$410K 0.13%
993
67
$399K 0.12%
9,773
-581
68
$386K 0.12%
+4,394
69
$383K 0.12%
6,182
-100
70
$374K 0.12%
1,761
+295
71
$360K 0.11%
1,286
+152
72
$340K 0.11%
1,751
+2
73
$339K 0.11%
6,900
-1,413
74
$330K 0.1%
5,140
+1,440
75
$310K 0.1%
11,156
-166
1 2
3
4 5