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
$331M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.74M
3
+$3.67M
4
EL icon
Estee Lauder
EL
+$2.84M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.31M

Top Sells

1
+$4.57M
2
+$4.42M
3
+$3.83M
4
STZ icon
Constellation Brands
STZ
+$2.99M
5
META icon
Meta Platforms (Facebook)
META
+$2.25M

Sector Composition

1 Technology 19.98%
2 Healthcare 12.21%
3 Financials 11.14%
4 Communication Services 5.67%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$322K 0.1%
1,080
-206
77
$307K 0.09%
2,526
-36,330
78
$306K 0.09%
+802
79
$306K 0.09%
1,300
80
$305K 0.09%
1,238
-3
81
$298K 0.09%
5,275
+1,248
82
$295K 0.09%
11,156
83
$294K 0.09%
+660
84
$284K 0.09%
6,971
85
$281K 0.08%
+630
86
$280K 0.08%
7,938
87
$279K 0.08%
1,432
-7
88
$273K 0.08%
911
+56
89
$269K 0.08%
3,049
+544
90
$261K 0.08%
1,408
+189
91
$254K 0.08%
+3,981
92
$252K 0.08%
5,157
-117
93
$250K 0.08%
5,419
94
$242K 0.07%
2,334
95
$241K 0.07%
5,330
96
$240K 0.07%
2,124
+66
97
$240K 0.07%
491
-147
98
$240K 0.07%
9,647
+1,675
99
$238K 0.07%
+424
100
$238K 0.07%
+1,406
1 2 3
4
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