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
$300M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.41M
3
+$1.16M
4
NEE icon
NextEra Energy
NEE
+$471K
5
AMT icon
American Tower
AMT
+$447K

Top Sells

1
+$3.17M
2
+$2.9M
3
+$2.57M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.65M

Sector Composition

1 Technology 18.69%
2 Healthcare 13.25%
3 Financials 11.23%
4 Consumer Staples 5.7%
5 Industrials 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$759K 0.25%
3,855
52
$705K 0.24%
4,184
-75
53
$607K 0.2%
3,032
+5
54
$604K 0.2%
3,564
+95
55
$546K 0.18%
10,523
-312
56
$526K 0.18%
3,609
-1,069
57
$495K 0.17%
4,030
58
$479K 0.16%
3,141
+83
59
$452K 0.15%
3,486
60
$437K 0.15%
1,627
-687
61
$434K 0.14%
11,886
62
$427K 0.14%
5,140
63
$396K 0.13%
6,287
+1,012
64
$389K 0.13%
952
-67
65
$388K 0.13%
2,075
+25
66
$387K 0.13%
11,678
+684
67
$375K 0.13%
993
68
$372K 0.12%
8,395
-1,261
69
$366K 0.12%
6,811
-1,843
70
$365K 0.12%
6,219
+3,569
71
$360K 0.12%
3,890
-1,221
72
$346K 0.12%
6,182
73
$346K 0.12%
3,225
-1,319
74
$336K 0.11%
6,309
-207
75
$324K 0.11%
3,349
-32,705
1 2
3
4 5