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
$358M
AUM Growth
-$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$268K
3
+$244K
4
AMGN icon
Amgen
AMGN
+$237K
5
PWR icon
Quanta Services
PWR
+$234K

Top Sells

1
+$1.08M
2
+$427K
3
+$413K
4
MSFT icon
Microsoft
MSFT
+$309K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$294K

Sector Composition

1 Technology 15.51%
2 Financials 14.48%
3 Healthcare 11.85%
4 Consumer Discretionary 8.94%
5 Communication Services 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$378K 0.11%
2,935
-190
77
$375K 0.1%
1,558
-36
78
$369K 0.1%
3,890
79
$362K 0.1%
3,576
80
$359K 0.1%
1,527
-130
81
$337K 0.09%
9,773
82
$330K 0.09%
6,282
83
$329K 0.09%
5,767
84
$329K 0.09%
3,693
-343
85
$322K 0.09%
1,466
-98
86
$315K 0.09%
1,629
-115
87
$311K 0.09%
3,252
88
$307K 0.09%
1,479
-298
89
$302K 0.08%
6,084
-508
90
$287K 0.08%
2,362
+6
91
$277K 0.08%
828
92
$274K 0.08%
1,507
+16
93
$260K 0.07%
2,658
-228
94
$260K 0.07%
5,636
95
$249K 0.07%
2,557
+50
96
$247K 0.07%
9,588
-802
97
$244K 0.07%
+2,399
98
$243K 0.07%
5,330
99
$237K 0.07%
8,644
100
$237K 0.07%
4,170
+70
1 2 3
4
5