UF

Univest Financial Portfolio holdings

AUM $1.89B
1-Year Est. Return 22.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.2M
3
+$7.52M
4
AMZN icon
Amazon
AMZN
+$7.18M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.04M

Top Sells

1
+$12.4M
2
+$5.96M
3
+$4.59M
4
CRL icon
Charles River Laboratories
CRL
+$4.21M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.71M

Sector Composition

1 Technology 23.35%
2 Financials 9.64%
3 Healthcare 6.86%
4 Communication Services 6.75%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.07M 0.24%
25,517
-664
77
$3.93M 0.24%
36,459
+1,168
78
$3.91M 0.23%
13,388
+701
79
$3.84M 0.23%
6,187
-162
80
$3.82M 0.23%
28,510
+3,680
81
$3.81M 0.23%
28,839
+111
82
$3.8M 0.23%
77,491
+14,200
83
$3.69M 0.22%
17,965
-3,810
84
$3.69M 0.22%
5,976
+817
85
$3.67M 0.22%
13,143
-371
86
$3.66M 0.22%
46,293
-183
87
$3.62M 0.22%
82,779
+2,493
88
$3.32M 0.2%
14,435
+96
89
$3.25M 0.2%
85,772
+32,208
90
$3.17M 0.19%
23,920
+8,015
91
$3.13M 0.19%
77,263
-382
92
$3.08M 0.18%
31,661
+2,392
93
$3.05M 0.18%
44,004
-1,405
94
$2.92M 0.18%
6,656
-192
95
$2.92M 0.18%
21,442
+22
96
$2.88M 0.17%
46,391
-405
97
$2.84M 0.17%
12,425
+854
98
$2.79M 0.17%
10,112
+1,138
99
$2.69M 0.16%
5,529
-102
100
$2.66M 0.16%
5,976
+2,086
2 3
4
5 6