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
$1.59B
AUM Growth
+$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$11M
3
+$10.4M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$10.1M
5
NVDA icon
NVIDIA
NVDA
+$9.69M

Top Sells

1
+$10M
2
+$9.49M
3
+$2.81M
4
AMT icon
American Tower
AMT
+$2.59M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.94M

Sector Composition

1 Technology 22.72%
2 Financials 9.9%
3 Healthcare 7.35%
4 Communication Services 5.68%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.76M 0.24%
12,719
+937
77
$3.7M 0.23%
14,187
-3,071
78
$3.64M 0.23%
69,346
+6,520
79
$3.62M 0.23%
15,838
+1,470
80
$3.59M 0.23%
12,368
-820
81
$3.51M 0.22%
7,886
-1,397
82
$3.48M 0.22%
32,329
-889
83
$3.48M 0.22%
5,907
+46
84
$3.38M 0.21%
54,267
-4,408
85
$3.33M 0.21%
56,215
-2,992
86
$3.24M 0.2%
5,093
+1,095
87
$3.23M 0.2%
60,710
+3,501
88
$3.23M 0.2%
28,573
-1,106
89
$3.23M 0.2%
5,509
-364
90
$3.22M 0.2%
39,303
-1,741
91
$3.2M 0.2%
+64,674
92
$3.17M 0.2%
6,547
+1,505
93
$3.1M 0.2%
34,763
+30,818
94
$2.91M 0.18%
30,485
+3,662
95
$2.87M 0.18%
32,041
-535
96
$2.83M 0.18%
6,905
+225
97
$2.83M 0.18%
24,570
-2,972
98
$2.83M 0.18%
6,996
-120
99
$2.77M 0.17%
5,712
-25
100
$2.76M 0.17%
80,732
+25,780
2 3
4
5 6