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
$218M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$484K
3
+$435K
4
PRU icon
Prudential Financial
PRU
+$432K
5
CSCO icon
Cisco
CSCO
+$387K

Top Sells

1
+$3.26M
2
+$2.54M
3
+$630K
4
AAPL icon
Apple
AAPL
+$319K
5
DIS icon
Walt Disney
DIS
+$287K

Sector Composition

1 Financials 26.55%
2 Healthcare 15.8%
3 Technology 11.6%
4 Industrials 8.88%
5 Energy 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$258K 0.12%
7,330
+190
77
$241K 0.11%
5,454
-264
78
$231K 0.11%
7,668
-802
79
$228K 0.1%
2,213
-8
80
$225K 0.1%
2,769
+331
81
$221K 0.1%
11,816
82
$209K 0.1%
1,360
-37
83
$206K 0.09%
3,838
-500
84
$205K 0.09%
1
85
$204K 0.09%
2,300
86
$203K 0.09%
2,174
-374
87
$174K 0.08%
10,213
-208
88
– –
-49,613
89
– –
-102,842
90
– –
-1,794
1 2 3
4