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
$355M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.55M
3
+$4.93M
4
BLK icon
Blackrock
BLK
+$4.7M
5
UNH icon
UnitedHealth
UNH
+$4.23M

Top Sells

1
+$7.8M
2
+$7.24M
3
+$5.97M
4
ALL icon
Allstate
ALL
+$5.89M
5
ICE icon
Intercontinental Exchange
ICE
+$4.51M

Sector Composition

1 Technology 17.12%
2 Financials 12.56%
3 Healthcare 11.86%
4 Consumer Discretionary 7.84%
5 Communication Services 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$243K 0.07%
8,186
-252
102
$242K 0.07%
8,227
+125
103
$238K 0.07%
4,430
+30
104
$236K 0.07%
1,321
-162
105
$234K 0.07%
1,029
+45
106
$224K 0.06%
6,058
-208
107
$222K 0.06%
8,632
+157
108
$216K 0.06%
2,966
-228
109
$212K 0.06%
2,115
-178
110
$212K 0.06%
10,049
+300
111
$210K 0.06%
1,936
-116
112
$201K 0.06%
+1,809
113
– –
-50,584
114
– –
-1,926
115
– –
-903
116
– –
-12,240
1 2 3 4
5