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
$219M
AUM Growth
-$458K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$210K
2
+$202K
3
+$199K
4
KMI icon
Kinder Morgan
KMI
+$87.6K
5
XOM icon
Exxon Mobil
XOM
+$41K

Top Sells

1
+$785K
2
+$403K
3
+$344K
4
AAPL icon
Apple
AAPL
+$305K
5
COP icon
ConocoPhillips
COP
+$261K

Sector Composition

1 Financials 24.44%
2 Healthcare 15.54%
3 Technology 12.56%
4 Industrials 9.74%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$345K 0.16%
4,051
77
$309K 0.14%
2,417
-164
78
$291K 0.13%
2,003
-1
79
$289K 0.13%
5,652
-172
80
$288K 0.13%
4,832
-1,204
81
$282K 0.13%
6,926
-860
82
$261K 0.12%
2,300
83
$257K 0.12%
3,043
+411
84
$256K 0.12%
3,595
-384
85
$250K 0.11%
2,079
-380
86
$244K 0.11%
8,172
-292
87
$244K 0.11%
5,400
88
$240K 0.11%
2,267
-13
89
$217K 0.1%
1
90
$213K 0.1%
3,734
-200
91
$210K 0.1%
+3,870
92
$210K 0.1%
11,614
93
$202K 0.09%
+2,742
94
$170K 0.08%
12,843
-803
95
– –
-3,940
96
– –
-2,553
1 2 3
4