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
$307M
AUM Growth
-$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$951K
3
+$422K
4
DHI icon
D.R. Horton
DHI
+$375K
5
AMZN icon
Amazon
AMZN
+$331K

Top Sells

1
+$302K
2
+$300K
3
+$297K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$279K
5
FI icon
Fiserv
FI
+$249K

Sector Composition

1 Technology 15.57%
2 Healthcare 13.24%
3 Financials 12.56%
4 Consumer Discretionary 7.4%
5 Industrials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$316K 0.1%
6,971
-54
77
$314K 0.1%
5,584
-282
78
$307K 0.1%
1,277
-161
79
$307K 0.1%
11,322
-532
80
$298K 0.1%
993
-3
81
$297K 0.1%
2,231
-98
82
$282K 0.09%
1,379
-74
83
$280K 0.09%
6,851
84
$277K 0.09%
1,527
85
$271K 0.09%
6,435
-2,580
86
$259K 0.08%
3,162
-127
87
$257K 0.08%
2,050
88
$256K 0.08%
2,658
89
$255K 0.08%
5,157
90
$254K 0.08%
12,146
-4,110
91
$248K 0.08%
7,953
-843
92
$237K 0.08%
5,179
-457
93
$225K 0.07%
7,938
-289
94
$223K 0.07%
5,330
-114
95
$217K 0.07%
8,230
-402
96
$208K 0.07%
2,926
-40
97
$205K 0.07%
1,300
-21
98
$203K 0.07%
2,663
-144
99
$200K 0.07%
1,466
-4
100
– –
-726
1 2 3
4
5