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
$338M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.82M
3
+$2.45M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.07M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$804K

Top Sells

1
+$2.93M
2
+$2.89M
3
+$1.84M
4
AMT icon
American Tower
AMT
+$1.04M
5
MKSI icon
MKS Inc
MKSI
+$421K

Sector Composition

1 Technology 18.88%
2 Healthcare 12.46%
3 Financials 11.51%
4 Industrials 5.28%
5 Consumer Discretionary 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.32%
+12,145
52
$1.03M 0.3%
10,283
-436
53
$1.01M 0.3%
9,277
+113
54
$970K 0.29%
3,949
+178
55
$911K 0.27%
3,855
56
$804K 0.24%
+5,892
57
$650K 0.19%
11,578
+1,055
58
$626K 0.19%
+5,494
59
$598K 0.18%
3,523
-41
60
$578K 0.17%
3,734
-296
61
$574K 0.17%
5,140
62
$570K 0.17%
3,824
-360
63
$565K 0.17%
3,032
64
$558K 0.17%
3,116
-25
65
$546K 0.16%
11,886
66
$521K 0.15%
3,486
67
$490K 0.15%
9,932
+4,494
68
$464K 0.14%
+6,599
69
$453K 0.13%
1,573
-54
70
$450K 0.13%
993
+41
71
$448K 0.13%
2,075
72
$436K 0.13%
6,587
+300
73
$435K 0.13%
3,320
+95
74
$413K 0.12%
+2,312
75
$397K 0.12%
993
1 2
3
4 5