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
$1.52B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$80.8M
3
+$76M
4
MSFT icon
Microsoft
MSFT
+$51.4M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$50M

Top Sells

1
+$1.01M
2
+$287K
3
+$254K
4
T icon
AT&T
T
+$32.3K
5
PEG icon
Public Service Enterprise Group
PEG
+$624

Sector Composition

1 Technology 21.67%
2 Healthcare 9.78%
3 Financials 9.77%
4 Consumer Discretionary 5.78%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.62M 0.24%
+57,209
77
$3.58M 0.24%
32,576
+27,048
78
$3.51M 0.23%
14,368
+12,515
79
$3.39M 0.22%
20,268
+18,948
80
$3.39M 0.22%
41,044
+35,039
81
$3.38M 0.22%
29,679
+26,719
82
$3.38M 0.22%
5,861
+5,278
83
$3.37M 0.22%
5,873
+3,579
84
$3.28M 0.22%
62,826
+55,859
85
$3.25M 0.21%
11,782
+10,274
86
$3.22M 0.21%
27,542
87
$3.17M 0.21%
3,574
+1,284
88
$3.15M 0.21%
59,207
+53,163
89
$3.05M 0.2%
+59,751
90
$2.96M 0.2%
79,698
+67,256
91
$2.91M 0.19%
5,737
+4,892
92
$2.86M 0.19%
44,159
+40,095
93
$2.8M 0.18%
73,447
+60,717
94
$2.62M 0.17%
+26,823
95
$2.62M 0.17%
10,613
+6,598
96
$2.56M 0.17%
+6,680
97
$2.56M 0.17%
5,042
+4,262
98
$2.53M 0.17%
+3,998
99
$2.48M 0.16%
+5,378
100
$2.43M 0.16%
24,556
-10,190
2 3
4
5 6