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
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$398K
2
+$239K
3
+$203K
4
DOX icon
Amdocs
DOX
+$196K
5
WM icon
Waste Management
WM
+$109K

Top Sells

1
+$1.63M
2
+$557K
3
+$317K
4
INTC icon
Intel
INTC
+$302K
5
UPS icon
United Parcel Service
UPS
+$296K

Sector Composition

1 Technology 14.54%
2 Healthcare 13.3%
3 Financials 11.97%
4 Communication Services 7.82%
5 Consumer Discretionary 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$358K 0.11%
9,814
77
$349K 0.11%
2,371
78
$347K 0.11%
10,089
-750
79
$335K 0.11%
5,767
-183
80
$321K 0.1%
1,029
81
$310K 0.1%
6,282
82
$307K 0.1%
1,657
83
$304K 0.1%
12,240
84
$301K 0.1%
4,015
85
$297K 0.09%
13,174
-8,394
86
$285K 0.09%
13,233
-702
87
$280K 0.09%
8,629
-2,743
88
$278K 0.09%
6,799
+109
89
$258K 0.08%
1,564
-165
90
$258K 0.08%
3,576
91
$255K 0.08%
1,527
+208
92
$255K 0.08%
2,457
-68
93
$249K 0.08%
9,773
94
$239K 0.08%
+4,028
95
$227K 0.07%
5,636
96
$221K 0.07%
1,490
97
$221K 0.07%
2,886
98
$221K 0.07%
5,718
99
$210K 0.07%
4,065
-5,840
100
$203K 0.06%
+2,573
1 2 3
4
5