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
$203M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$3.56M
2 +$1.71M
3 +$1.28M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.23M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.06M

Top Sells

1 +$3.94M
2 +$2M
3 +$1.84M
4
ABT icon
Abbott
ABT
+$1.24M
5
GILD icon
Gilead Sciences
GILD
+$632K

Sector Composition

1 Financials 27.14%
2 Consumer Staples 10.74%
3 Healthcare 10.2%
4 Technology 9.88%
5 Industrials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$223K 0.11%
+7,046
77
$206K 0.1%
+3,920
78
$202K 0.1%
12,971
79
$140K 0.07%
+10,476
80
-37,448
81
-57,711
82
-7,356
83
-93,752