UF

Univest Financial Portfolio holdings

AUM $1.79B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
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
+$10.8M
2
+$9.75M
3
+$7.96M
4
NVDA icon
NVIDIA
NVDA
+$7.59M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.58M

Top Sells

1
+$12.4M
2
+$6.62M
3
+$4.83M
4
CRL icon
Charles River Laboratories
CRL
+$4.79M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.7M

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
PG icon
76
Procter & Gamble
PG
$346B
$4.07M 0.24%
25,517
-664
XOM icon
77
Exxon Mobil
XOM
$501B
$3.93M 0.24%
36,459
+1,168
MCD icon
78
McDonald's
MCD
$219B
$3.91M 0.23%
13,388
+701
IVV icon
79
iShares Core S&P 500 ETF
IVV
$667B
$3.84M 0.23%
6,187
-162
NFLX icon
80
Netflix
NFLX
$489B
$3.82M 0.23%
2,851
+368
PEP icon
81
PepsiCo
PEP
$198B
$3.81M 0.23%
28,839
+111
VTEB icon
82
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.7B
$3.8M 0.23%
77,491
+14,200
NOW icon
83
ServiceNow
NOW
$177B
$3.69M 0.22%
3,593
-762
SPY icon
84
SPDR S&P 500 ETF Trust
SPY
$667B
$3.69M 0.22%
5,976
+817
AMGN icon
85
Amgen
AMGN
$181B
$3.67M 0.22%
13,143
-371
MRK icon
86
Merck
MRK
$231B
$3.66M 0.22%
46,293
-183
EXLS icon
87
EXL Service
EXLS
$6.33B
$3.62M 0.22%
82,779
+2,493
UNP icon
88
Union Pacific
UNP
$131B
$3.32M 0.2%
14,435
+96
DAR icon
89
Darling Ingredients
DAR
$5.48B
$3.25M 0.2%
85,772
+32,208
ABNB icon
90
Airbnb
ABNB
$73.5B
$3.17M 0.19%
23,920
+8,015
SPDW icon
91
SPDR Portfolio Developed World ex-US ETF
SPDW
$31B
$3.13M 0.19%
77,263
-382
JNK icon
92
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
$3.08M 0.18%
31,661
+2,392
CSCO icon
93
Cisco
CSCO
$305B
$3.05M 0.18%
44,004
-1,405
VUG icon
94
Vanguard Growth ETF
VUG
$196B
$2.92M 0.18%
6,656
-192
ABT icon
95
Abbott
ABT
$225B
$2.92M 0.18%
21,442
+22
IJH icon
96
iShares Core S&P Mid-Cap ETF
IJH
$98.9B
$2.88M 0.17%
46,391
-405
WM icon
97
Waste Management
WM
$82.4B
$2.84M 0.17%
12,425
+854
CME icon
98
CME Group
CME
$102B
$2.79M 0.17%
10,112
+1,138
BRK.B icon
99
Berkshire Hathaway Class B
BRK.B
$1.11T
$2.69M 0.16%
5,529
-102
VRTX icon
100
Vertex Pharmaceuticals
VRTX
$110B
$2.66M 0.16%
5,976
+2,086
2 3
4
5 6