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
$204M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.47M
3
+$2.19M
4
EFX icon
Equifax
EFX
+$1.02M
5
TEL icon
TE Connectivity
TEL
+$474K

Top Sells

1
+$3.06M
2
+$2.45M
3
+$440K
4
PSX icon
Phillips 66
PSX
+$420K
5
NKE icon
Nike
NKE
+$393K

Sector Composition

1 Financials 26.21%
2 Healthcare 14.83%
3 Technology 11.42%
4 Industrials 9.23%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$296K 0.14%
2,138
+4
77
$287K 0.14%
2,909
+49
78
$252K 0.12%
5,685
+231
79
$248K 0.12%
7,616
+286
80
$229K 0.11%
4,026
+188
81
$226K 0.11%
2,754
-15
82
$220K 0.11%
11,816
83
$211K 0.1%
2,300
84
$205K 0.1%
2,174
85
$204K 0.1%
7,170
-498
86
$160K 0.08%
10,293
+80
87
– –
-1,360
88
– –
-62,514
89
– –
-1
90
– –
-22,949
1 2 3
4