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
$1.79B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.3M
3
+$6.25M
4
LLY icon
Eli Lilly
LLY
+$4.97M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.62M

Top Sells

1
+$7.57M
2
+$6.92M
3
+$5.96M
4
AMAT icon
Applied Materials
AMAT
+$4.71M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.95M

Sector Composition

1 Technology 23.91%
2 Financials 8.94%
3 Communication Services 7.12%
4 Healthcare 7.04%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XOM icon
76
Exxon Mobil
XOM
$709B
$4.08M 0.23%
36,201
-258
SPY icon
77
State Street SPDR S&P 500 ETF Trust
SPY
$635B
$4.07M 0.23%
6,110
+134
BX icon
78
Blackstone
BX
$85.3B
$4.07M 0.23%
23,813
-5,268
MCD icon
79
McDonald's
MCD
$219B
$4.04M 0.23%
13,284
-104
ISRG icon
80
Intuitive Surgical
ISRG
$162B
$3.93M 0.22%
8,784
+1,028
AMGN icon
81
Amgen
AMGN
$191B
$3.81M 0.21%
13,514
+371
PG icon
82
Procter & Gamble
PG
$332B
$3.76M 0.21%
24,479
-1,038
SPDW icon
83
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$35.7B
$3.69M 0.21%
86,199
+8,936
UNP icon
84
Union Pacific
UNP
$143B
$3.6M 0.2%
15,212
+777
NOW icon
85
ServiceNow
NOW
$104B
$3.58M 0.2%
19,475
+1,510
FICO icon
86
Fair Isaac
FICO
$24.3B
$3.47M 0.19%
2,322
+2,195
MRSH
87
Marsh
MRSH
$83.6B
$3.44M 0.19%
17,069
+9,493
NFLX icon
88
Netflix
NFLX
$396B
$3.42M 0.19%
28,540
+30
JNK icon
89
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.77B
$3.41M 0.19%
34,832
+3,171
VTEB icon
90
Vanguard Tax-Exempt Bond Index Fund
VTEB
$40.9B
$3.35M 0.19%
66,910
-10,581
VEEV icon
91
Veeva Systems
VEEV
$28.7B
$3.22M 0.18%
10,806
-6,743
CSCO icon
92
Cisco
CSCO
$318B
$3.21M 0.18%
46,904
+2,900
VUG icon
93
Vanguard Growth ETF
VUG
$182B
$3.18M 0.18%
6,638
-18
ABT icon
94
Abbott
ABT
$182B
$3.11M 0.17%
23,236
+1,794
MBB icon
95
iShares MBS ETF
MBB
$38.5B
$3.08M 0.17%
32,422
+4,105
ABNB icon
96
Airbnb
ABNB
$75.1B
$3.08M 0.17%
25,360
+1,440
TSLA icon
97
Tesla
TSLA
$1.38T
$3.01M 0.17%
6,758
-77
VRTX icon
98
Vertex Pharmaceuticals
VRTX
$113B
$2.88M 0.16%
7,364
+1,388
WM icon
99
Waste Management
WM
$92.2B
$2.82M 0.16%
12,784
+359
BRK.B icon
100
Berkshire Hathaway Class B
BRK.B
$1.02T
$2.82M 0.16%
5,601
+72
2 3
4
5 6