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
$355M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$4.36M
3
+$4.04M
4
TJX icon
TJX Companies
TJX
+$3.89M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.52M

Top Sells

1
+$4.46M
2
+$4.06M
3
+$3.13M
4
COST icon
Costco
COST
+$3.08M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.82M

Sector Composition

1 Technology 19.62%
2 Healthcare 11.94%
3 Financials 10.7%
4 Communication Services 5.7%
5 Industrials 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$987K 0.28%
4,015
+66
52
$983K 0.28%
3,855
53
$797K 0.22%
2,077
-10,593
54
$671K 0.19%
4,253
+429
55
$617K 0.17%
10,523
-1,055
56
$602K 0.17%
3,727
-7
57
$589K 0.17%
3,027
-5
58
$578K 0.16%
3,303
-220
59
$552K 0.16%
2,652
-5,625
60
$537K 0.15%
11,886
61
$533K 0.15%
2,050
-25
62
$505K 0.14%
3,486
63
$492K 0.14%
+7,201
64
$484K 0.14%
3,688
+368
65
$463K 0.13%
1,017
+24
66
$449K 0.13%
6,058
-529
67
$441K 0.12%
2,069
-1,047
68
$429K 0.12%
595
+55
69
$413K 0.12%
3,374
-1
70
$408K 0.11%
993
71
$406K 0.11%
1,428
-145
72
$396K 0.11%
9,443
+59
73
$396K 0.11%
1,713
+396
74
$394K 0.11%
2,864
+634
75
$384K 0.11%
2,365
+3
1 2
3
4 5