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
$355M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$4.36M
3
+$4.04M
4
TJX icon
TJX Companies
TJX
+$3.89M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.52M

Top Sells

1
+$4.46M
2
+$4.06M
3
+$3.13M
4
COST icon
Costco
COST
+$3.08M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.82M

Sector Composition

1 Technology 19.62%
2 Healthcare 11.94%
3 Financials 10.7%
4 Communication Services 5.7%
5 Industrials 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$378K 0.11%
6,182
77
$369K 0.1%
1,007
-21
78
$366K 0.1%
8,442
+458
79
$359K 0.1%
3,155
-100
80
$356K 0.1%
3,890
81
$345K 0.1%
1,223
+26
82
$341K 0.1%
648
-18
83
$337K 0.09%
590
+76
84
$337K 0.09%
+7,239
85
$330K 0.09%
433
+39
86
$329K 0.09%
652
+131
87
$319K 0.09%
1,114
-186
88
$318K 0.09%
1,243
89
$309K 0.09%
+2,680
90
$307K 0.09%
11,156
91
$299K 0.08%
7,938
-500
92
$293K 0.08%
5,866
-27
93
$287K 0.08%
10,352
+744
94
$287K 0.08%
4,772
-1,357
95
$285K 0.08%
5,687
-442
96
$285K 0.08%
659
-40
97
$284K 0.08%
+4,977
98
$276K 0.08%
7,345
-30
99
$271K 0.08%
803
100
$270K 0.08%
5,479
-4,453
2 3
4
5 6