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
$212M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.02M
3
+$492K
4
EOG icon
EOG Resources
EOG
+$322K
5
PNC icon
PNC Financial Services
PNC
+$315K

Top Sells

1
+$2.6M
2
+$1.94M
3
+$272K
4
MCD icon
McDonald's
MCD
+$264K
5
SBUX icon
Starbucks
SBUX
+$250K

Sector Composition

1 Financials 26.1%
2 Energy 10.99%
3 Technology 10.86%
4 Healthcare 10.53%
5 Industrials 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$227K 0.11%
+2,184
77
$220K 0.1%
+5,282
78
$216K 0.1%
12,534
-200
79
$211K 0.1%
+7,846
80
$192K 0.09%
12,462
-876
81
– –
-6,303
82
– –
-6,816
83
– –
-5,359
84
– –
-4,350
85
– –
-10,476
1 2 3
4