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
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.55M
3
+$4.93M
4
BLK icon
Blackrock
BLK
+$4.7M
5
UNH icon
UnitedHealth
UNH
+$4.23M

Top Sells

1
+$7.8M
2
+$7.24M
3
+$5.97M
4
ALL icon
Allstate
ALL
+$5.89M
5
ICE icon
Intercontinental Exchange
ICE
+$4.51M

Sector Composition

1 Technology 17.12%
2 Financials 12.56%
3 Healthcare 11.86%
4 Consumer Discretionary 7.84%
5 Communication Services 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$363K 0.1%
8,796
-850
77
$359K 0.1%
1,438
-7,436
78
$359K 0.1%
1,527
79
$358K 0.1%
9,814
80
$346K 0.1%
1,453
-18
81
$342K 0.1%
5,866
+248
82
$339K 0.1%
11,854
-2,622
83
$335K 0.09%
7,025
-2,748
84
$329K 0.09%
6,851
-387
85
$319K 0.09%
2,329
-284
86
$302K 0.09%
2,183
-42,600
87
$300K 0.08%
2,273
-34,138
88
$290K 0.08%
16,256
-6,775
89
$288K 0.08%
5,636
90
$285K 0.08%
2,658
91
$284K 0.08%
5,444
+114
92
$282K 0.08%
1,470
+4
93
$279K 0.08%
1,757
-16,713
94
$270K 0.08%
5,157
-610
95
$270K 0.08%
2,050
-40
96
$269K 0.08%
3,289
-66
97
$249K 0.07%
2,453
-35,462
98
$245K 0.07%
2,807
+94
99
$244K 0.07%
726
+16
100
$244K 0.07%
3,870
+170
1 2 3
4
5