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
$312M
AUM Growth
-$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$372K
2
+$344K
3
+$266K
4
GLW icon
Corning
GLW
+$255K
5
DXC icon
DXC Technology
DXC
+$246K

Top Sells

1
+$3.85M
2
+$421K
3
+$368K
4
PPL icon
PPL Corp
PPL
+$349K
5
PG icon
Procter & Gamble
PG
+$298K

Sector Composition

1 Financials 18.62%
2 Healthcare 12.07%
3 Technology 9.69%
4 Industrials 8.21%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$441K 0.14%
3,720
77
$436K 0.14%
4,376
-60
78
$433K 0.14%
8,402
-717
79
$414K 0.13%
5,111
+381
80
$414K 0.13%
14,487
-14,734
81
$408K 0.13%
24,099
+1,002
82
$406K 0.13%
10,814
83
$399K 0.13%
8,074
-1,355
84
$385K 0.12%
11,175
85
$379K 0.12%
2,728
86
$379K 0.12%
3,699
-659
87
$350K 0.11%
5,950
+610
88
$345K 0.11%
2,728
-726
89
$344K 0.11%
+5,908
90
$318K 0.1%
1,479
-538
91
$313K 0.1%
4,123
+108
92
$308K 0.1%
8,102
-137
93
$307K 0.1%
18,820
-9,216
94
$303K 0.1%
2,282
95
$300K 0.1%
2,189
+21
96
$300K 0.1%
7,310
+53
97
$289K 0.09%
1,389
-208
98
$288K 0.09%
3,221
-347
99
$268K 0.09%
3,238
-1,021
100
$255K 0.08%
+8,928
1 2 3
4
5