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
$316M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$457K
2
+$377K
3
+$201K
4
DXC icon
DXC Technology
DXC
+$182K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$146K

Top Sells

1
+$488K
2
+$303K
3
+$299K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$240K
5
VFC icon
VF Corp
VFC
+$214K

Sector Composition

1 Financials 18.13%
2 Healthcare 11.99%
3 Technology 10.08%
4 Industrials 9.62%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$280K 0.09%
2,282
102
$270K 0.09%
5,671
-104
103
$258K 0.08%
6,268
-242
104
$233K 0.07%
5,636
105
$220K 0.07%
2,519
-173
106
$215K 0.07%
4,103
-41
107
$207K 0.07%
3,522
108
$46K 0.01%
16,980
109
– –
-2,820
110
– –
-6,508
111
– –
-1,652
112
– –
-5,400
113
– –
-816
114
– –
-4,277
1 2 3 4
5