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
$221M
AUM Growth
+$1.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$238K
3
+$115K
4
KO icon
Coca-Cola
KO
+$115K
5
DIS icon
Walt Disney
DIS
+$80.2K

Top Sells

1
+$3.17M
2
+$3.1M
3
+$1.16M
4
IBM icon
IBM
IBM
+$291K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$217K

Sector Composition

1 Financials 25.68%
2 Healthcare 15.45%
3 Technology 11.91%
4 Industrials 10.18%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$314K 0.14%
3,849
+254
77
$290K 0.13%
3,452
+409
78
$286K 0.13%
2,192
-225
79
$281K 0.13%
4,856
+24
80
$271K 0.12%
7,058
+132
81
$271K 0.12%
2,352
+273
82
$247K 0.11%
2,267
83
$244K 0.11%
5,400
84
$238K 0.11%
+7,413
85
$235K 0.11%
7,946
-226
86
$220K 0.1%
2,300
87
$207K 0.09%
3,820
+86
88
$205K 0.09%
13,091
+248
89
$194K 0.09%
10,554
-1,060
90
– –
-2,742
91
– –
-1
92
– –
-3,870
93
– –
-2,003
94
– –
-41,770
95
– –
-114,154
1 2 3
4