UF

Univest Financial Portfolio holdings

AUM $1.78B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.3M
3
+$6.25M
4
LLY icon
Eli Lilly
LLY
+$4.97M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.62M

Top Sells

1
+$7.57M
2
+$6.92M
3
+$5.96M
4
AMAT icon
Applied Materials
AMAT
+$4.71M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.95M

Sector Composition

1 Technology 23.91%
2 Financials 8.94%
3 Communication Services 7.12%
4 Healthcare 7.04%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.39M 0.47%
57,578
-6,075
52
$7.74M 0.43%
150,062
-9,658
53
$7.61M 0.43%
18,786
+180
54
$7.06M 0.4%
48,257
-8,406
55
$6.8M 0.38%
27,587
+4,894
56
$6.75M 0.38%
27,705
-108
57
$6.66M 0.37%
13,363
+356
58
$6.33M 0.35%
9,742
-1,678
59
$6.26M 0.35%
11,001
+1,685
60
$5.87M 0.33%
59,923
-5,208
61
$5.85M 0.33%
45,362
+43,977
62
$5.77M 0.32%
21,051
+420
63
$5.73M 0.32%
34,011
-2,948
64
$5.08M 0.28%
10,174
+83
65
$5.02M 0.28%
8,879
+323
66
$4.86M 0.27%
60,782
67
$4.8M 0.27%
46,608
-3,466
68
$4.77M 0.27%
6,094
+815
69
$4.71M 0.26%
70,044
-1,359
70
$4.56M 0.26%
6,013
-48
71
$4.5M 0.25%
53,558
+6,329
72
$4.49M 0.25%
3,407
-422
73
$4.4M 0.25%
6,880
-4,666
74
$4.33M 0.24%
98,265
+15,486
75
$4.29M 0.24%
30,529
+1,690
1 2
3
4 5