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
$1.59B
AUM Growth
+$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$11M
3
+$10.4M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$10.1M
5
NVDA icon
NVIDIA
NVDA
+$9.69M

Top Sells

1
+$10M
2
+$9.49M
3
+$2.81M
4
AMT icon
American Tower
AMT
+$2.59M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.94M

Sector Composition

1 Technology 22.72%
2 Financials 9.9%
3 Healthcare 7.35%
4 Communication Services 5.68%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.69M 0.17%
12,004
+6,303
102
$2.63M 0.17%
19,587
-11,358
103
$2.54M 0.16%
51,885
+7,003
104
$2.44M 0.15%
5,379
+1
105
$2.43M 0.15%
3,154
-420
106
$2.41M 0.15%
16,657
+274
107
$2.39M 0.15%
10,313
+78
108
$2.38M 0.15%
11,790
+110
109
$2.34M 0.15%
4,928
+26
110
$2.32M 0.15%
8,049
+5,906
111
$2.27M 0.14%
9,959
-654
112
$2.25M 0.14%
37,082
+24,808
113
$2.13M 0.13%
44,543
+31,710
114
$2.12M 0.13%
13,130
+978
115
$2.1M 0.13%
3,984
-76
116
$2.02M 0.13%
22,029
+2,017
117
$1.99M 0.13%
35,140
-3,346
118
$1.89M 0.12%
21,803
+2,423
119
$1.89M 0.12%
8,903
-399
120
$1.89M 0.12%
20,084
+467
121
$1.87M 0.12%
49,740
-2,190
122
$1.82M 0.11%
2,889
+623
123
$1.79M 0.11%
26,801
-17,358
124
$1.78M 0.11%
78,460
+65,988
125
$1.75M 0.11%
35,041
+25,869
3 4
5
6 7