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
$306M
AUM Growth
-$895K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$6.87M
3
+$5M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$4.16M
5
ACN icon
Accenture
ACN
+$3.31M

Top Sells

1
+$4.93M
2
+$3.71M
3
+$2.87M
4
BLK icon
Blackrock
BLK
+$1.78M
5
CSCO icon
Cisco
CSCO
+$1.6M

Sector Composition

1 Technology 14.19%
2 Healthcare 12.01%
3 Financials 10.73%
4 Consumer Discretionary 5.7%
5 Consumer Staples 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$351K 0.11%
4,420
-1,828
77
$336K 0.11%
2,503
-898
78
$332K 0.11%
993
79
$323K 0.11%
3,890
80
$308K 0.1%
5,072
-270
81
$300K 0.1%
1,860
-109
82
$287K 0.09%
11,322
83
$283K 0.09%
1,228
-61
84
$267K 0.09%
1,148
-129
85
$263K 0.09%
2,140
-91
86
$261K 0.09%
6,971
87
$261K 0.09%
2,050
88
$259K 0.08%
1,485
-42
89
$258K 0.08%
5,120
-464
90
$240K 0.08%
1,356
-23
91
$239K 0.08%
2,658
92
$227K 0.07%
7,938
93
$226K 0.07%
2,373
-39,004
94
$215K 0.07%
3,183
+21
95
$215K 0.07%
5,330
96
$214K 0.07%
5,179
97
$210K 0.07%
2,663
98
$203K 0.07%
1,300
99
$186K 0.06%
12,146
100
– –
-1,466
1 2 3
4
5