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
$305M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.09M
3
+$1.99M
4
ADP icon
Automatic Data Processing
ADP
+$1.86M
5
BAC icon
Bank of America
BAC
+$1.85M

Top Sells

1
+$5.05M
2
+$2.09M
3
+$1.61M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.34M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.17M

Sector Composition

1 Financials 17.38%
2 Healthcare 12.33%
3 Technology 10.47%
4 Industrials 9.27%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$476K 0.16%
3,515
+337
77
$462K 0.15%
+10,704
78
$462K 0.15%
28,736
-2,148
79
$459K 0.15%
9,150
-23,282
80
$454K 0.15%
+23,500
81
$443K 0.15%
3,925
+97
82
$442K 0.14%
12,240
83
$432K 0.14%
4,541
+1,054
84
$429K 0.14%
11,998
+591
85
$419K 0.14%
2,208
+203
86
$397K 0.13%
+5,775
87
$395K 0.13%
10,814
-200
88
$389K 0.13%
5,077
+46
89
$379K 0.12%
2,813
+831
90
$364K 0.12%
6,343
+270
91
$355K 0.12%
4,015
92
$354K 0.12%
8,239
-120
93
$350K 0.11%
4,361
-2,615
94
$321K 0.11%
1,597
-17
95
$319K 0.1%
3,789
+481
96
$308K 0.1%
2,611
-846
97
$303K 0.1%
2,820
-119
98
$299K 0.1%
5,400
99
$298K 0.1%
5,340
-29
100
$284K 0.09%
6,961
-3,481
1 2 3
4
5