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
$303M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$7.17M
2 +$6.47M
3 +$5.96M
4
AXP icon
American Express
AXP
+$3.49M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3M

Top Sells

1 +$4.59M
2 +$4.04M
3 +$3.71M
4
RTX icon
RTX Corp
RTX
+$2.09M
5
DFS
Discover Financial Services
DFS
+$2M

Sector Composition

1 Technology 14.34%
2 Healthcare 13.45%
3 Financials 12.63%
4 Communication Services 7.66%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,730
102
-86,949
103
-56,180
104
-12,666
105
-1,375
106
-4,921
107
-35,201
108
-5,556
109
-6,815
110
-5,022
111
-11,119