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
$358M
AUM Growth
-$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$268K
3
+$244K
4
AMGN icon
Amgen
AMGN
+$237K
5
PWR icon
Quanta Services
PWR
+$234K

Top Sells

1
+$1.08M
2
+$427K
3
+$413K
4
MSFT icon
Microsoft
MSFT
+$309K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$294K

Sector Composition

1 Technology 15.51%
2 Financials 14.48%
3 Healthcare 11.85%
4 Consumer Discretionary 8.94%
5 Communication Services 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$235K 0.07%
1,872
-719
102
$234K 0.07%
+2,060
103
$229K 0.06%
+9,675
104
$227K 0.06%
710
105
$226K 0.06%
6,182
-457
106
$225K 0.06%
1,105
+34
107
$222K 0.06%
3,744
+35
108
$220K 0.06%
+10,957
109
$219K 0.06%
984
110
– –
-3,928
111
– –
-1,106
112
– –
-748
113
– –
-5,311
1 2 3 4
5