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
$271M
AUM Growth
-$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.47M
3
+$2.23M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.09M
5
GPN icon
Global Payments
GPN
+$1.99M

Top Sells

1
+$4.16M
2
+$3.9M
3
+$3.57M
4
MMM icon
3M
MMM
+$2.7M
5
LHX icon
L3Harris
LHX
+$1.92M

Sector Composition

1 Financials 16.69%
2 Healthcare 12.73%
3 Technology 8.83%
4 Industrials 7.5%
5 Communication Services 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$551K 0.2%
3,989
-446
77
$539K 0.2%
12,273
+1,456
78
$460K 0.17%
1,758
-36
79
$454K 0.17%
6,976
+1,035
80
$451K 0.17%
1,803
81
$421K 0.16%
12,240
82
$404K 0.15%
3,178
-71
83
$404K 0.15%
30,884
+4,748
84
$391K 0.14%
3,828
-157
85
$387K 0.14%
10,442
+569
86
$386K 0.14%
4,015
+794
87
$383K 0.14%
+4,432
88
$377K 0.14%
11,014
89
$367K 0.14%
11,407
90
$360K 0.13%
5,031
+546
91
$356K 0.13%
2,005
+277
92
$351K 0.13%
3,457
+45
93
$330K 0.12%
1,614
94
$321K 0.12%
7,829
-2,000
95
$317K 0.12%
2,939
-4,469
96
$307K 0.11%
8,359
+3,710
97
$301K 0.11%
3,694
-63
98
$300K 0.11%
6,073
+224
99
$300K 0.11%
3,487
-9
100
$296K 0.11%
+2,676
1 2 3
4
5