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
$300M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.41M
3
+$1.16M
4
NEE icon
NextEra Energy
NEE
+$471K
5
AMT icon
American Tower
AMT
+$447K

Top Sells

1
+$3.17M
2
+$2.9M
3
+$2.57M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.65M

Sector Composition

1 Technology 18.69%
2 Healthcare 13.25%
3 Financials 11.23%
4 Consumer Staples 5.7%
5 Industrials 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$322K 0.11%
9,928
-5,207
77
$307K 0.1%
7,938
78
$295K 0.1%
1,300
79
$291K 0.1%
1,103
+23
80
$283K 0.09%
3,493
-35,816
81
$281K 0.09%
745
-57
82
$281K 0.09%
1,028
-210
83
$280K 0.09%
653
+23
84
$266K 0.09%
521
+30
85
$265K 0.09%
7,001
+30
86
$263K 0.09%
1,372
-295
87
$263K 0.09%
11,156
88
$261K 0.09%
1,304
-104
89
$260K 0.09%
5,438
+281
90
$259K 0.09%
914
+3
91
$258K 0.09%
1,728
92
$251K 0.08%
1,243
93
$251K 0.08%
1,432
94
$237K 0.08%
5,419
95
$237K 0.08%
2,334
96
$236K 0.08%
514
-26
97
$235K 0.08%
2,140
+16
98
$234K 0.08%
10,546
+899
99
$224K 0.07%
5,330
100
$223K 0.07%
1,542
+136
1 2 3
4
5