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
$236M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.67M
3
+$1.14M
4
BND icon
Vanguard Total Bond Market
BND
+$730K
5
GE icon
GE Aerospace
GE
+$603K

Top Sells

1
+$3.1M
2
+$1.35M
3
+$1.13M
4
MMM icon
3M
MMM
+$593K
5
ICE icon
Intercontinental Exchange
ICE
+$589K

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
1 2 3 4
5