UF
Univest Financial Portfolio holdings
AUM
$1.67B
This Quarter Return
+1.46%
1 Year Return
+16.63%
3 Year Return
+60.39%
5 Year Return
+100.25%
10 Year Return
+209.48%
AUM
$220M
AUM Growth
+$220M
(+0.3%)
Cap. Flow
-$768K
Cap. Flow
% of AUM
-0.35%
Top 10 Holdings %
Top 10 Hldgs %
28.26%
Holding
101
New
8
Increased
39
Reduced
38
Closed
7
Top Buys
| 1 |
Broadcom
AVGO
|
$4.18M |
| 2 |
FedEx
FDX
|
$3.25M |
| 3 |
General Dynamics
GD
|
$2.17M |
| 4 |
CVS Health
CVS
|
$1.42M |
| 5 |
Philip Morris
PM
|
$979K |
Top Sells
| 1 |
BRCM
BROADCOM CORP CL-A
BRCM
|
$4.74M |
| 2 |
PCP
PRECISION CASTPARTS CORP
PCP
|
$3.01M |
| 3 |
Phillips 66
PSX
|
$2.3M |
| 4 |
Caterpillar
CAT
|
$2.17M |
| 5 |
Energy Select Sector SPDR Fund
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% |