UF

Univest Financial Portfolio holdings

AUM $1.79B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
-$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.27M
3
+$2.01M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$1.32M
5
SU icon
Suncor Energy
SU
+$984K

Top Sells

1
+$2.32M
2
+$1.33M
3
+$1.32M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.23M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.06M

Sector Composition

1 Financials 27.33%
2 Technology 10.68%
3 Healthcare 10.47%
4 Energy 10.03%
5 Consumer Staples 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$212K 0.11%
4,350
-27,228
77
$208K 0.1%
6,303
-40,038
78
$133K 0.07%
10,476
79
– –
-39,200
80
– –
-6,870
81
– –
-27,890
82
– –
-59,424
1 2 3
4