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
$338M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.82M
3
+$2.45M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.07M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$804K

Top Sells

1
+$2.93M
2
+$2.89M
3
+$1.84M
4
AMT icon
American Tower
AMT
+$1.04M
5
MKSI icon
MKS Inc
MKSI
+$421K

Sector Composition

1 Technology 18.88%
2 Healthcare 12.46%
3 Financials 11.51%
4 Industrials 5.28%
5 Consumer Discretionary 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$366K 0.11%
3,890
77
$364K 0.11%
6,182
78
$358K 0.11%
3,255
-94
79
$358K 0.11%
1,372
80
$355K 0.11%
1,197
+94
81
$354K 0.1%
9,384
-544
82
$350K 0.1%
7,984
-411
83
$346K 0.1%
2,362
-1,247
84
$337K 0.1%
1,300
85
$322K 0.1%
6,129
-180
86
$318K 0.09%
666
+13
87
$311K 0.09%
521
88
$310K 0.09%
540
+79
89
$305K 0.09%
3,375
-118
90
$304K 0.09%
1,028
91
$302K 0.09%
11,156
92
$300K 0.09%
699
-46
93
$299K 0.09%
8,438
+500
94
$298K 0.09%
5,893
-918
95
$294K 0.09%
6,129
+710
96
$286K 0.08%
2,230
+90
97
$283K 0.08%
1,243
98
$278K 0.08%
394
99
$277K 0.08%
9,608
-2,070
100
$273K 0.08%
1,376
-56
1 2 3
4
5