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
$320M
AUM Growth
+$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.77M
3
+$1.73M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.69M
5
SHW icon
Sherwin-Williams
SHW
+$1.63M

Top Sells

1
+$7.61M
2
+$2.9M
3
+$2.75M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.51M
5
CSCO icon
Cisco
CSCO
+$1.92M

Sector Composition

1 Technology 18.99%
2 Healthcare 13.11%
3 Financials 11.49%
4 Consumer Discretionary 6.32%
5 Consumer Staples 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.09%
7,938
77
$292K 0.09%
6,971
78
$284K 0.09%
1,241
+207
79
$284K 0.09%
1,439
-41
80
$275K 0.09%
1,728
-34
81
$266K 0.08%
1,300
-185
82
$258K 0.08%
5,274
-9,426
83
$246K 0.08%
+638
84
$246K 0.08%
855
-71
85
$245K 0.08%
5,419
+34
86
$242K 0.08%
1,243
87
$238K 0.07%
5,330
88
$237K 0.07%
1,677
-159
89
$237K 0.07%
3,456
-42,307
90
$236K 0.07%
2,334
-324
91
$234K 0.07%
12,146
92
$233K 0.07%
+1,219
93
$233K 0.07%
4,027
-189
94
$228K 0.07%
1,190
+52
95
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5,179
96
$219K 0.07%
+7,972
97
$215K 0.07%
2,058
+30
98
$213K 0.07%
+12,190
99
$211K 0.07%
+546
100
$205K 0.06%
+1,004
1 2 3
4
5