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
$355M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.4M
3
+$4.34M
4
ZTS icon
Zoetis
ZTS
+$4.24M
5
COST icon
Costco
COST
+$3.05M

Top Sells

1
+$5.47M
2
+$4.65M
3
+$4.01M
4
BDX icon
Becton Dickinson
BDX
+$3.99M
5
SWKS icon
Skyworks Solutions
SWKS
+$3.42M

Sector Composition

1 Technology 14.84%
2 Financials 14.43%
3 Healthcare 11.79%
4 Consumer Discretionary 8.55%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$378K 0.11%
3,931
-103
77
$377K 0.11%
9,814
78
$377K 0.11%
16,481
+3,248
79
$374K 0.11%
3,576
80
$368K 0.1%
1,642
+87
81
$368K 0.1%
7,486
+322
82
$362K 0.1%
2,709
-1,080
83
$358K 0.1%
+7,194
84
$357K 0.1%
2,537
+181
85
$346K 0.1%
3,890
86
$343K 0.1%
1,657
87
$331K 0.09%
6,282
88
$330K 0.09%
5,767
89
$310K 0.09%
828
90
$305K 0.09%
9,773
91
$299K 0.08%
6,875
-492
92
$278K 0.08%
1,490
93
$275K 0.08%
2,886
94
$273K 0.08%
5,330
95
$262K 0.07%
10,420
-700
96
$257K 0.07%
3,928
-135
97
$256K 0.07%
+1,255
98
$252K 0.07%
5,636
99
$247K 0.07%
2,091
+126
100
$230K 0.06%
972
-16,882
1 2 3
4
5