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
$220M
AUM Growth
+$653K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$2.78M
3
+$2.19M
4
CVS icon
CVS Health
CVS
+$1.33M
5
PM icon
Philip Morris
PM
+$915K

Top Sells

1
+$4.74M
2
+$3.01M
3
+$2.16M
4
CAT icon
Caterpillar
CAT
+$1.9M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.71M

Sector Composition

1 Financials 24.21%
2 Healthcare 15.04%
3 Technology 13.04%
4 Industrials 9.6%
5 Consumer Staples 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-12,955
1 2 3 4
5