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
$1.52B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$80.8M
3
+$76M
4
MSFT icon
Microsoft
MSFT
+$51.4M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$50M

Top Sells

1
+$1.01M
2
+$287K
3
+$254K
4
T icon
AT&T
T
+$32.3K
5
PEG icon
Public Service Enterprise Group
PEG
+$624

Sector Composition

1 Technology 21.67%
2 Healthcare 9.78%
3 Financials 9.77%
4 Consumer Discretionary 5.78%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.14M 0.4%
63,984
+58,552
52
$5.68M 0.37%
73,180
+62,213
53
$5.67M 0.37%
+32,476
54
$5.58M 0.37%
45,972
+44,052
55
$5.56M 0.37%
17,258
+15,875
56
$5.48M 0.36%
6,128
+5,411
57
$5.37M 0.35%
33,411
+28,951
58
$5.06M 0.33%
3,547
+3,230
59
$4.97M 0.33%
43,802
+34,695
60
$4.85M 0.32%
18,991
+16,360
61
$4.81M 0.32%
9,283
+8,139
62
$4.76M 0.31%
+57,399
63
$4.63M 0.31%
5,720
+4,812
64
$4.59M 0.3%
30,945
+2,271
65
$4.48M 0.3%
29,278
+24,452
66
$4.42M 0.29%
21,082
+19,337
67
$4.4M 0.29%
25,875
+22,641
68
$4.39M 0.29%
8,946
+7,969
69
$4.32M 0.28%
53,478
+49,118
70
$4.23M 0.28%
24,434
+21,875
71
$4.15M 0.27%
10,664
+9,737
72
$4.02M 0.26%
13,188
+11,956
73
$3.92M 0.26%
+4,413
74
$3.89M 0.26%
33,218
+22,551
75
$3.66M 0.24%
58,675
+8,151
1 2
3
4 5