UF

Univest Financial Portfolio holdings

AUM $1.89B
1-Year Est. Return 22.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.2M
3
+$7.52M
4
AMZN icon
Amazon
AMZN
+$7.18M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.04M

Top Sells

1
+$12.4M
2
+$5.96M
3
+$4.59M
4
CRL icon
Charles River Laboratories
CRL
+$4.21M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.71M

Sector Composition

1 Technology 23.35%
2 Financials 9.64%
3 Healthcare 6.86%
4 Communication Services 6.75%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.66M 0.16%
28,317
+2,564
102
$2.65M 0.16%
3,359
+63
103
$2.44M 0.15%
49,335
+3,524
104
$2.34M 0.14%
29,071
-464
105
$2.33M 0.14%
5,286
-48
106
$2.27M 0.14%
8,804
-2,439
107
$2.17M 0.13%
6,835
-121
108
$2.07M 0.12%
8,705
+830
109
$2.03M 0.12%
22,132
+9,630
110
$1.98M 0.12%
12,066
+175
111
$1.91M 0.11%
15,086
-14,342
112
$1.86M 0.11%
52,142
+592
113
$1.85M 0.11%
21,275
+1,354
114
$1.79M 0.11%
19,987
+13,870
115
$1.75M 0.11%
40,473
-168
116
$1.74M 0.1%
21,243
-3,639
117
$1.73M 0.1%
19,501
-9,654
118
$1.7M 0.1%
32,383
+4,908
119
$1.68M 0.1%
4,164
-632
120
$1.66M 0.1%
4,283
+26
121
$1.66M 0.1%
7,576
-1,076
122
$1.65M 0.1%
25,990
-307
123
$1.62M 0.1%
35,055
-196
124
$1.61M 0.1%
7,379
-38
125
$1.59M 0.1%
14,594
-124
3 4
5
6 7