UF

Univest Financial Portfolio holdings

AUM $1.89B
1-Year Est. Return 22.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
-$895K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$7.9M
3
+$5.26M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$3.8M
5
ACN icon
Accenture
ACN
+$3.72M

Top Sells

1
+$4.93M
2
+$3.86M
3
+$3.14M
4
BLK icon
Blackrock
BLK
+$2.12M
5
CSCO icon
Cisco
CSCO
+$1.77M

Sector Composition

1 Technology 14.19%
2 Healthcare 12.01%
3 Financials 10.73%
4 Consumer Discretionary 5.7%
5 Consumer Staples 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-7,953
102
– –
-8,230
103
– –
-44,532
104
– –
-6,435
105
– –
-9,814
106
– –
-3,252
107
– –
-2,926
108
– –
-6,851
1 2 3 4
5