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
$360M
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$1.97M
3
+$1.15M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$446K
5
EXLS icon
EXL Service
EXLS
+$399K

Top Sells

1
+$4.05M
2
+$3.95M
3
+$603K
4
MSFT icon
Microsoft
MSFT
+$392K
5
ADI icon
Analog Devices
ADI
+$261K

Sector Composition

1 Technology 20.86%
2 Healthcare 11.56%
3 Financials 10.66%
4 Communication Services 6.15%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$435K 0.12%
977
+358
77
$432K 0.12%
1,383
-45
78
$422K 0.12%
2,559
+194
79
$421K 0.12%
6,005
-53
80
$405K 0.11%
317
+103
81
$402K 0.11%
1,884
-185
82
$399K 0.11%
+12,730
83
$394K 0.11%
3,890
84
$393K 0.11%
6,182
85
$387K 0.11%
9,385
-58
86
$373K 0.1%
1,508
+714
87
$371K 0.1%
993
88
$358K 0.1%
927
+444
89
$355K 0.1%
1,853
+629
90
$350K 0.1%
+780
91
$348K 0.1%
6,967
+2,904
92
$342K 0.09%
4,064
+1,797
93
$335K 0.09%
1,005
-2
94
$331K 0.09%
8,453
+11
95
$329K 0.09%
10,827
+5,125
96
$320K 0.09%
3,224
-150
97
$319K 0.09%
1,745
+736
98
$319K 0.09%
583
-65
99
$318K 0.09%
2,680
100
$314K 0.09%
1,232
+9
2 3
4
5 6