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
$318M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.11M
3
+$2.05M
4
BLK icon
Blackrock
BLK
+$1.53M
5
MKSI icon
MKS Inc
MKSI
+$1.48M

Top Sells

1
+$7.84M
2
+$5.59M
3
+$1.93M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.48M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.43M

Sector Composition

1 Technology 16.72%
2 Healthcare 12.23%
3 Financials 11.78%
4 Consumer Discretionary 5.7%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$209K 0.07%
+2,926
102
$208K 0.07%
+2,028
103
$207K 0.07%
+3,700
104
$201K 0.06%
+1,138
105
– –
-1,356
106
– –
-2,373
107
– –
-4,420
108
– –
-3,183
109
– –
-2,663
1 2 3 4
5