UF

Univest Financial Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.63%
This Quarter Est. Return
1 Year Est. Return
+16.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$4.05M
2 +$3.91M
3 +$1.17M
4
BND icon
Vanguard Total Bond Market
BND
+$720K
5
GE icon
GE Aerospace
GE
+$628K

Top Sells

1 +$3.1M
2 +$1.57M
3 +$1.16M
4
MMM icon
3M
MMM
+$614K
5
ICE icon
Intercontinental Exchange
ICE
+$600K

Sector Composition

1 Financials 27.65%
2 Healthcare 13.85%
3 Industrials 11.45%
4 Technology 11.25%
5 Communication Services 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-70,077
102
-11,746