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
$360M
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$1.97M
3
+$1.15M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$446K
5
EXLS icon
EXL Service
EXLS
+$399K

Top Sells

1
+$4.05M
2
+$3.95M
3
+$603K
4
MSFT icon
Microsoft
MSFT
+$392K
5
ADI icon
Analog Devices
ADI
+$261K

Sector Composition

1 Technology 20.86%
2 Healthcare 11.56%
3 Financials 10.66%
4 Communication Services 6.15%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$308K 0.09%
11,156
102
$308K 0.09%
2,960
-195
103
$296K 0.08%
2,269
-30,261
104
$295K 0.08%
4,360
-412
105
$293K 0.08%
803
106
$287K 0.08%
6,044
+178
107
$287K 0.08%
619
-40
108
$287K 0.08%
7,938
109
$285K 0.08%
10,170
-182
110
$281K 0.08%
5,687
111
$278K 0.08%
1,243
112
$272K 0.08%
867
-247
113
$267K 0.07%
5,479
114
$262K 0.07%
13,713
+1,567
115
$254K 0.07%
7,345
116
$252K 0.07%
977
117
$251K 0.07%
11,301
+1,069
118
$250K 0.07%
1,372
119
$243K 0.07%
5,330
120
$242K 0.07%
1,320
121
$238K 0.07%
1,360
122
$238K 0.07%
1,211
-35
123
$237K 0.07%
+1,920
124
$236K 0.07%
1,994
125
$234K 0.07%
2,986
+255
2 3 4
5
6