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
$364M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$628K
2
+$371K
3
+$267K
4
CDW icon
CDW
CDW
+$260K
5
BMY icon
Bristol-Myers Squibb
BMY
+$247K

Top Sells

1
+$2.71M
2
+$786K
3
+$655K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$580K
5
ORLY icon
O'Reilly Automotive
ORLY
+$488K

Sector Composition

1 Technology 15.32%
2 Financials 14.39%
3 Healthcare 11.73%
4 Consumer Discretionary 8.9%
5 Communication Services 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$254K 0.07%
5,330
102
$247K 0.07%
+3,709
103
$247K 0.07%
+1,106
104
$233K 0.06%
+1,071
105
$230K 0.06%
+2,507
106
$229K 0.06%
+8,644
107
$219K 0.06%
984
108
$214K 0.06%
+748
109
$209K 0.06%
+710
110
– –
-972
111
– –
-1,948
112
– –
-1,044
113
– –
-5,656
114
– –
-7,013
1 2 3 4
5