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
$328M
AUM Growth
+$78.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$22.5M
3
+$2.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.8M
5
VFC icon
VF Corp
VFC
+$2.26M

Top Sells

1
+$1.76M
2
+$1.17M
3
+$444K
4
LMT icon
Lockheed Martin
LMT
+$308K
5
AAPL icon
Apple
AAPL
+$254K

Sector Composition

1 Financials 18.68%
2 Healthcare 10.42%
3 Industrials 9.42%
4 Technology 8.53%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$219K 0.07%
+588
102
$208K 0.06%
+5,636
103
$206K 0.06%
+2,060
104
$205K 0.06%
4,649
-554
105
$185K 0.06%
+10,293
106
$62K 0.02%
+16,980
107
– –
-1,896
108
– –
-1,345
109
– –
-1,668
1 2 3 4
5