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
$188M
AUM Growth
+$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$593K
2 +$584K
3 +$302K
4
PEP icon
PepsiCo
PEP
+$283K
5
WM icon
Waste Management
WM
+$262K

Top Sells

1 +$630K
2 +$521K
3 +$513K
4
ABT icon
Abbott
ABT
+$421K
5
GILD icon
Gilead Sciences
GILD
+$217K

Sector Composition

1 Financials 26.3%
2 Consumer Staples 10.79%
3 Energy 10.65%
4 Healthcare 10.35%
5 Technology 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$179K 0.1%
12,971
+1,162