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
$1.52B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$80.8M
3
+$76M
4
MSFT icon
Microsoft
MSFT
+$51.4M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$50M

Top Sells

1
+$1.01M
2
+$287K
3
+$254K
4
T icon
AT&T
T
+$32.3K
5
PEG icon
Public Service Enterprise Group
PEG
+$624

Sector Composition

1 Technology 21.67%
2 Healthcare 9.78%
3 Financials 9.77%
4 Consumer Discretionary 5.78%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.42M 0.16%
11,680
+9,796
102
$2.41M 0.16%
16,383
+12,164
103
$2.41M 0.16%
4,902
+4,283
104
$2.26M 0.15%
10,235
+9,024
105
$2.26M 0.15%
44,882
+39,403
106
$2.25M 0.15%
+31,280
107
$2.17M 0.14%
51,930
+43,477
108
$2.08M 0.14%
+9,302
109
$2.06M 0.14%
+54,952
110
$2.04M 0.13%
+12,152
111
$2.01M 0.13%
+4,060
112
$1.99M 0.13%
+38,486
113
$1.96M 0.13%
8,668
+6,121
114
$1.92M 0.13%
+20,012
115
$1.89M 0.12%
19,617
+16,631
116
$1.86M 0.12%
+7,116
117
$1.77M 0.12%
4,535
+3,530
118
$1.76M 0.12%
9,205
+7,584
119
$1.73M 0.11%
38,561
+29,176
120
$1.7M 0.11%
+19,380
121
$1.69M 0.11%
+7,332
122
$1.66M 0.11%
+18,876
123
$1.62M 0.11%
+8,227
124
$1.61M 0.11%
+27,940
125
$1.6M 0.11%
69,208
+57,907
3 4
5
6 7