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
$364M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$628K
2
+$371K
3
+$267K
4
CDW icon
CDW
CDW
+$260K
5
BMY icon
Bristol-Myers Squibb
BMY
+$247K

Top Sells

1
+$2.71M
2
+$786K
3
+$655K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$580K
5
ORLY icon
O'Reilly Automotive
ORLY
+$488K

Sector Composition

1 Technology 15.32%
2 Financials 14.39%
3 Healthcare 11.73%
4 Consumer Discretionary 8.9%
5 Communication Services 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$386K 0.11%
9,814
77
$385K 0.11%
3,890
78
$383K 0.11%
1,657
79
$381K 0.1%
4,036
+105
80
$374K 0.1%
1,777
-297
81
$374K 0.1%
1,564
82
$374K 0.1%
3,576
83
$371K 0.1%
1,744
+489
84
$371K 0.1%
+3,252
85
$368K 0.1%
1,594
-48
86
$358K 0.1%
16,481
87
$340K 0.09%
6,282
88
$334K 0.09%
2,356
-181
89
$329K 0.09%
5,767
90
$329K 0.09%
6,592
-602
91
$322K 0.09%
2,591
+500
92
$308K 0.08%
9,773
93
$292K 0.08%
828
94
$288K 0.08%
2,886
95
$272K 0.07%
6,639
-236
96
$270K 0.07%
10,390
-30
97
$267K 0.07%
+4,100
98
$263K 0.07%
3,928
99
$260K 0.07%
+1,491
100
$258K 0.07%
5,636
1 2 3
4
5