UF

Univest Financial Portfolio holdings

AUM $1.79B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$307M
AUM Growth
-$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$951K
3
+$422K
4
DHI icon
D.R. Horton
DHI
+$375K
5
AMZN icon
Amazon
AMZN
+$331K

Top Sells

1
+$302K
2
+$300K
3
+$297K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$279K
5
FISV
Fiserv Inc
FISV
+$249K

Sector Composition

1 Technology 15.57%
2 Healthcare 13.24%
3 Financials 12.56%
4 Consumer Discretionary 7.4%
5 Industrials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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104
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105
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106
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107
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108
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109
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110
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-10,049
111
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-1,936
112
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-1,029
113
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-3,514
1 2 3 4
5