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
$355M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$4.36M
3
+$4.04M
4
TJX icon
TJX Companies
TJX
+$3.89M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.52M

Top Sells

1
+$4.46M
2
+$4.06M
3
+$3.13M
4
COST icon
Costco
COST
+$3.08M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.82M

Sector Composition

1 Technology 19.62%
2 Healthcare 11.94%
3 Financials 10.7%
4 Communication Services 5.7%
5 Industrials 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$268K 0.08%
1,246
+6
102
$267K 0.08%
1,621
-3
103
$266K 0.08%
3,676
+56
104
$265K 0.07%
1,372
105
$264K 0.07%
+214
106
$261K 0.07%
1,319
-57
107
$254K 0.07%
+1,079
108
$253K 0.07%
+483
109
$250K 0.07%
+4,009
110
$247K 0.07%
+619
111
$244K 0.07%
+1,574
112
$243K 0.07%
+10,232
113
$242K 0.07%
+1,224
114
$242K 0.07%
+2,267
115
$241K 0.07%
+4,063
116
$238K 0.07%
1,994
-340
117
$237K 0.07%
1,818
-56
118
$237K 0.07%
977
+84
119
$234K 0.07%
+1,009
120
$234K 0.07%
1,360
121
$232K 0.07%
5,330
-300
122
$224K 0.06%
+2,731
123
$214K 0.06%
12,146
-1,106
124
$212K 0.06%
11,583
-85
125
$212K 0.06%
+3,176
2 3 4
5
6