UF

Univest Financial Portfolio holdings

AUM $1.89B
1-Year Est. Return 22.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.2M
3
+$7.52M
4
AMZN icon
Amazon
AMZN
+$7.18M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.04M

Top Sells

1
+$12.4M
2
+$5.96M
3
+$4.59M
4
CRL icon
Charles River Laboratories
CRL
+$4.21M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.71M

Sector Composition

1 Technology 23.35%
2 Financials 9.64%
3 Healthcare 6.86%
4 Communication Services 6.75%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.56M 0.45%
159,720
-22,396
52
$7.37M 0.44%
13,007
-2,540
53
$6.82M 0.41%
18,606
-1,147
54
$6.78M 0.41%
22,693
-1,137
55
$6.78M 0.41%
36,959
-743
56
$6.51M 0.39%
63,653
+3,629
57
$6.19M 0.37%
11,546
+3,030
58
$6.11M 0.37%
11,420
+5,647
59
$6.08M 0.36%
65,131
+19,826
60
$5.82M 0.35%
3,829
-52
61
$5.56M 0.33%
20,631
-28
62
$5.24M 0.31%
9,316
+1,880
63
$5.05M 0.3%
17,549
-2,815
64
$4.99M 0.3%
47,229
-7,550
65
$4.93M 0.3%
27,813
+2,087
66
$4.9M 0.29%
50,074
+1,564
67
$4.67M 0.28%
10,091
-128
68
$4.47M 0.27%
71,403
-3,449
69
$4.46M 0.27%
60,782
+222
70
$4.37M 0.26%
8,556
+5,230
71
$4.35M 0.26%
29,081
-6,416
72
$4.23M 0.25%
8,258
+1,726
73
$4.23M 0.25%
6,061
+475
74
$4.21M 0.25%
7,756
-453
75
$4.2M 0.25%
5,279
+211
1 2
3
4 5