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
$345M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$1.81M
3
+$1.49M
4
ALL icon
Allstate
ALL
+$925K
5
HON icon
Honeywell
HON
+$800K

Top Sells

1
+$4.1M
2
+$2.32M
3
+$2.24M
4
PNC icon
PNC Financial Services
PNC
+$2.23M
5
AAPL icon
Apple
AAPL
+$1.54M

Sector Composition

1 Technology 14.61%
2 Financials 13.39%
3 Healthcare 12.99%
4 Communication Services 7.99%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$377K 0.11%
4,034
-925
77
$374K 0.11%
12,240
78
$370K 0.11%
3,106
-367
79
$359K 0.1%
1,024
-5
80
$345K 0.1%
6,282
81
$339K 0.1%
7,164
+365
82
$338K 0.1%
5,767
83
$338K 0.1%
1,657
84
$335K 0.1%
1,564
85
$333K 0.1%
2,356
-15
86
$333K 0.1%
1,555
-181
87
$327K 0.09%
3,789
-239
88
$322K 0.09%
3,890
-125
89
$319K 0.09%
4,301
-2,590
90
$302K 0.09%
3,576
91
$302K 0.09%
4,010
-900
92
$294K 0.09%
9,773
93
$288K 0.08%
13,233
94
$271K 0.08%
11,120
-2,054
95
$267K 0.08%
5,636
96
$265K 0.08%
7,367
-1,262
97
$251K 0.07%
1,490
98
$251K 0.07%
2,886
99
$249K 0.07%
+3,968
100
$230K 0.07%
1,965
-492
1 2 3
4
5