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
$360M
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$1.97M
3
+$1.15M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$446K
5
EXLS icon
EXL Service
EXLS
+$399K

Top Sells

1
+$4.05M
2
+$3.95M
3
+$603K
4
MSFT icon
Microsoft
MSFT
+$392K
5
ADI icon
Analog Devices
ADI
+$261K

Sector Composition

1 Technology 20.86%
2 Healthcare 11.56%
3 Financials 10.66%
4 Communication Services 6.15%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$908K 0.25%
4,015
52
$794K 0.22%
3,698
-157
53
$678K 0.19%
1,971
-106
54
$661K 0.18%
10,967
+3,766
55
$660K 0.18%
4,219
-34
56
$636K 0.18%
1,144
+492
57
$626K 0.17%
2,631
+918
58
$617K 0.17%
10,523
59
$611K 0.17%
4,460
+1,596
60
$597K 0.17%
4,826
+1,138
61
$587K 0.16%
908
+313
62
$579K 0.16%
3,727
63
$576K 0.16%
2,547
-105
64
$564K 0.16%
717
+284
65
$559K 0.16%
11,886
66
$556K 0.15%
3,027
67
$537K 0.15%
8,854
+3,877
68
$533K 0.15%
3,234
-69
69
$521K 0.14%
2,050
70
$503K 0.14%
845
+255
71
$476K 0.13%
5,432
+1,756
72
$467K 0.13%
1,000
-17
73
$457K 0.13%
12,442
+5,203
74
$444K 0.12%
5,528
+1,519
75
$439K 0.12%
3,486
1 2
3
4 5