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
$328M
AUM Growth
+$78.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$22.5M
3
+$2.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.8M
5
VFC icon
VF Corp
VFC
+$2.26M

Top Sells

1
+$1.76M
2
+$1.17M
3
+$444K
4
LMT icon
Lockheed Martin
LMT
+$308K
5
AAPL icon
Apple
AAPL
+$254K

Sector Composition

1 Financials 18.68%
2 Healthcare 10.42%
3 Industrials 9.42%
4 Technology 8.53%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$438K 0.13%
5,941
-301
77
$435K 0.13%
3,985
78
$427K 0.13%
+9,873
79
$409K 0.12%
11,014
80
$394K 0.12%
3,496
-230
81
$390K 0.12%
3,412
82
$381K 0.12%
3,757
-153
83
$380K 0.12%
4,660
-475
84
$379K 0.12%
26,136
-1,596
85
$355K 0.11%
11,407
86
$353K 0.11%
5,849
87
$346K 0.11%
1,614
88
$336K 0.1%
4,264
+31
89
$320K 0.1%
3,221
-64
90
$315K 0.1%
4,485
-239
91
$305K 0.09%
1,145
92
$301K 0.09%
2,941
-114
93
$300K 0.09%
5,400
94
$289K 0.09%
1,728
-64
95
$274K 0.08%
11,986
-174
96
$254K 0.08%
3,078
97
$235K 0.07%
2,300
98
$229K 0.07%
2,095
99
$227K 0.07%
4,194
100
$221K 0.07%
+5,297
1 2 3
4
5