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
$331M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.74M
3
+$3.67M
4
EL icon
Estee Lauder
EL
+$2.84M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.31M

Top Sells

1
+$4.57M
2
+$4.42M
3
+$3.83M
4
STZ icon
Constellation Brands
STZ
+$2.99M
5
META icon
Meta Platforms (Facebook)
META
+$2.25M

Sector Composition

1 Technology 19.98%
2 Healthcare 12.21%
3 Financials 11.14%
4 Communication Services 5.67%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$235K 0.07%
540
-6
102
$233K 0.07%
+1,901
103
$233K 0.07%
1,728
104
$228K 0.07%
1,243
105
$214K 0.06%
+777
106
$210K 0.06%
12,190
107
$209K 0.06%
13,840
108
$209K 0.06%
1,055
-36
109
$208K 0.06%
1,004
110
$207K 0.06%
5,179
111
$206K 0.06%
+1,072
112
$206K 0.06%
2,926
113
$205K 0.06%
+932
114
$204K 0.06%
+1,095
115
$200K 0.06%
+2,650
116
$194K 0.06%
12,146
117
– –
-1,677
118
– –
-3,456
119
– –
-13,248
120
– –
-1,751
121
– –
-1,190
1 2 3 4
5