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
$213M
AUM Growth
+$810K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$1.73M
3
+$1.32M
4
CTSH icon
Cognizant
CTSH
+$786K
5
AMP icon
Ameriprise Financial
AMP
+$679K

Top Sells

1
+$1.09M
2
+$931K
3
+$466K
4
ORCL icon
Oracle
ORCL
+$421K
5
UVSP icon
Univest Financial
UVSP
+$370K

Sector Composition

1 Financials 25.69%
2 Healthcare 13.21%
3 Technology 11.68%
4 Energy 9.58%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$216K 0.1%
8,042
+196
77
$207K 0.1%
+1
78
$207K 0.1%
3,215
-145
79
$204K 0.1%
+5,887
80
$203K 0.1%
11,907
-555
81
$197K 0.09%
11,964
-570
82
– –
-5,221
83
– –
-3,463
1 2 3
4