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
$312M
AUM Growth
-$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$372K
2 +$344K
3 +$266K
4
GLW icon
Corning
GLW
+$255K
5
DXC icon
DXC Technology
DXC
+$246K

Top Sells

1 +$3.85M
2 +$421K
3 +$368K
4
PPL icon
PPL Corp
PPL
+$349K
5
PG icon
Procter & Gamble
PG
+$298K

Sector Composition

1 Financials 18.62%
2 Healthcare 12.07%
3 Technology 9.69%
4 Industrials 8.21%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$253K 0.08%
5,636
102
$250K 0.08%
5,027
-644
103
$245K 0.08%
5,988
104
$236K 0.08%
2,527
+8
105
$219K 0.07%
3,522
106
$214K 0.07%
6,268
107
$201K 0.06%
+1,972
108
$183K 0.06%
4,103
109
$61K 0.02%
16,980
110
-2,790
111
-20,369