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
$331M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.74M
3
+$3.67M
4
EL icon
Estee Lauder
EL
+$2.84M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.31M

Top Sells

1
+$4.57M
2
+$4.42M
3
+$3.83M
4
STZ icon
Constellation Brands
STZ
+$2.99M
5
META icon
Meta Platforms (Facebook)
META
+$2.25M

Sector Composition

1 Technology 19.98%
2 Healthcare 12.21%
3 Financials 11.14%
4 Communication Services 5.67%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$758K 0.23%
3,703
52
$756K 0.23%
3,027
53
$710K 0.21%
4,678
-2,585
54
$670K 0.2%
4,259
55
$643K 0.19%
3,469
+22
56
$590K 0.18%
10,835
57
$563K 0.17%
15,135
+357
58
$530K 0.16%
3,058
+60
59
$517K 0.16%
3,486
60
$514K 0.16%
2,314
-20,594
61
$508K 0.15%
4,030
62
$499K 0.15%
5,111
63
$469K 0.14%
1,019
+38
64
$454K 0.14%
2,612
-193
65
$448K 0.14%
11,886
66
$448K 0.14%
8,654
-74,040
67
$446K 0.13%
5,140
68
$422K 0.13%
4,544
+150
69
$403K 0.12%
10,994
+1,221
70
$403K 0.12%
+2,050
71
$402K 0.12%
993
72
$401K 0.12%
9,656
-2,693
73
$372K 0.11%
6,182
74
$352K 0.11%
1,667
-94
75
$341K 0.1%
6,516
-384
1 2
3
4 5