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
$393M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$600K
3
+$246K
4
SO icon
Southern Company
SO
+$219K
5
STX icon
Seagate
STX
+$218K

Top Sells

1
+$1.53M
2
+$1.24M
3
+$1.06M
4
MSFT icon
Microsoft
MSFT
+$586K
5
PAYX icon
Paychex
PAYX
+$380K

Sector Composition

1 Technology 15.28%
2 Financials 13.56%
3 Healthcare 12.07%
4 Consumer Discretionary 9.05%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$391K 0.1%
1,458
-100
77
$387K 0.1%
9,814
78
$379K 0.1%
3,231
-345
79
$375K 0.1%
3,950
+60
80
$372K 0.09%
6,282
81
$370K 0.09%
7,238
-416
82
$369K 0.09%
5,907
-434
83
$342K 0.09%
3,252
84
$341K 0.09%
3,355
-338
85
$340K 0.09%
993
+165
86
$336K 0.09%
1,471
-158
87
$318K 0.08%
5,767
88
$317K 0.08%
4,400
+230
89
$316K 0.08%
5,618
-466
90
$304K 0.08%
1,483
-24
91
$303K 0.08%
5,636
92
$295K 0.08%
1,466
93
$294K 0.07%
710
94
$284K 0.07%
2,658
95
$270K 0.07%
8,438
-1,150
96
$266K 0.07%
2,713
+156
97
$253K 0.06%
5,330
98
$251K 0.06%
2,293
-69
99
$246K 0.06%
+3,700
100
$240K 0.06%
2,090
+30
1 2 3
4
5