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
$1.59B
AUM Growth
+$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$11M
3
+$10.4M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$10.1M
5
NVDA icon
NVIDIA
NVDA
+$9.69M

Top Sells

1
+$10M
2
+$9.49M
3
+$2.81M
4
AMT icon
American Tower
AMT
+$2.59M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.94M

Sector Composition

1 Technology 22.72%
2 Financials 9.9%
3 Healthcare 7.35%
4 Communication Services 5.68%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.49M 0.47%
40,572
-5,944
52
$6.93M 0.44%
73,339
+159
53
$6.81M 0.43%
61,639
-2,345
54
$6.58M 0.42%
6,210
+82
55
$6.08M 0.38%
35,891
+3,415
56
$5.66M 0.36%
64,400
+7,001
57
$5.54M 0.35%
110,602
+50,851
58
$5.48M 0.35%
36,777
+3,366
59
$5.26M 0.33%
30,535
+1,257
60
$5.19M 0.33%
24,677
+3,595
61
$5.08M 0.32%
10,452
-346
62
$4.91M 0.31%
9,415
+469
63
$4.82M 0.3%
+66,966
64
$4.78M 0.3%
3,769
+222
65
$4.76M 0.3%
20,312
+1,321
66
$4.72M 0.3%
52,188
-1,290
67
$4.6M 0.29%
10,582
-82
68
$4.6M 0.29%
4,879
+466
69
$4.58M 0.29%
46,075
+2,273
70
$4.28M 0.27%
18,404
+9,736
71
$4.19M 0.26%
27,554
+1,679
72
$4.03M 0.25%
24,065
-369
73
$3.99M 0.25%
20,942
+674
74
$3.9M 0.25%
87,779
+14,332
75
$3.83M 0.24%
5,430
-290
1 2
3
4 5