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
$318M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.11M
3
+$2.05M
4
BLK icon
Blackrock
BLK
+$1.53M
5
MKSI icon
MKS Inc
MKSI
+$1.48M

Top Sells

1
+$7.84M
2
+$5.59M
3
+$1.93M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.48M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.43M

Sector Composition

1 Technology 16.72%
2 Healthcare 12.23%
3 Financials 11.78%
4 Consumer Discretionary 5.7%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$331K 0.1%
11,322
77
$320K 0.1%
9,344
-43,149
78
$309K 0.1%
2,275
-9,940
79
$305K 0.1%
4,216
-856
80
$304K 0.1%
1,749
-111
81
$301K 0.09%
6,971
82
$299K 0.09%
1,134
-94
83
$295K 0.09%
2,069
+19
84
$287K 0.09%
1,836
-304
85
$285K 0.09%
926
-222
86
$285K 0.09%
1,762
-741
87
$279K 0.09%
+1,466
88
$277K 0.09%
7,938
89
$273K 0.09%
2,658
90
$256K 0.08%
1,485
91
$248K 0.08%
+1,034
92
$247K 0.08%
5,179
93
$244K 0.08%
4,346
-774
94
$244K 0.08%
5,330
95
$243K 0.08%
+1,480
96
$226K 0.07%
+5,385
97
$225K 0.07%
2,496
-9,644
98
$224K 0.07%
12,146
99
$222K 0.07%
1,243
-57
100
$209K 0.07%
+3,346
1 2 3
4
5