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
$338M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.82M
3
+$2.45M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.07M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$804K

Top Sells

1
+$2.93M
2
+$2.89M
3
+$1.84M
4
AMT icon
American Tower
AMT
+$1.04M
5
MKSI icon
MKS Inc
MKSI
+$421K

Sector Composition

1 Technology 18.88%
2 Healthcare 12.46%
3 Financials 11.51%
4 Industrials 5.28%
5 Consumer Discretionary 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$265K 0.08%
7,375
+374
102
$265K 0.08%
514
103
$261K 0.08%
+1,317
104
$261K 0.08%
1,240
-64
105
$255K 0.08%
2,334
106
$250K 0.07%
1,874
-37
107
$247K 0.07%
+1,624
108
$245K 0.07%
893
-21
109
$243K 0.07%
+803
110
$227K 0.07%
5,630
+300
111
$222K 0.07%
13,252
+1,106
112
$221K 0.07%
+932
113
$213K 0.06%
+3,620
114
$206K 0.06%
11,668
-193
115
$205K 0.06%
+2,926
116
$205K 0.06%
+1,360
117
– –
-1,728
118
– –
-10,546
119
– –
-6,219
120
– –
-1,542
1 2 3 4
5