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
$316M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$457K
2
+$377K
3
+$201K
4
DXC icon
DXC Technology
DXC
+$182K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$146K

Top Sells

1
+$488K
2
+$303K
3
+$299K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$240K
5
VFC icon
VF Corp
VFC
+$214K

Sector Composition

1 Financials 18.13%
2 Healthcare 11.99%
3 Technology 10.08%
4 Industrials 9.62%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$471K 0.15%
3,454
-61
77
$470K 0.15%
11,531
+827
78
$467K 0.15%
9,150
79
$459K 0.15%
4,436
-447
80
$457K 0.14%
28,036
-700
81
$457K 0.14%
12,240
82
$437K 0.14%
9,119
-785
83
$434K 0.14%
3,720
-205
84
$419K 0.13%
2,017
-191
85
$408K 0.13%
4,358
-183
86
$398K 0.13%
10,814
87
$382K 0.12%
11,175
-823
88
$368K 0.12%
2,790
-23
89
$366K 0.12%
4,730
-347
90
$365K 0.12%
2,728
+117
91
$350K 0.11%
4,259
-102
92
$340K 0.11%
1,597
93
$338K 0.11%
8,239
94
$315K 0.1%
4,015
95
$308K 0.1%
2,300
96
$307K 0.1%
3,568
-221
97
$306K 0.1%
5,340
98
$303K 0.1%
7,257
+296
99
$284K 0.09%
5,988
-355
100
$284K 0.09%
2,168
1 2 3
4
5