UF

Univest Financial Portfolio holdings

AUM $1.78B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.3M
3
+$6.25M
4
LLY icon
Eli Lilly
LLY
+$4.97M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.62M

Top Sells

1
+$7.57M
2
+$6.92M
3
+$5.96M
4
AMAT icon
Applied Materials
AMAT
+$4.71M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.95M

Sector Composition

1 Technology 23.91%
2 Financials 8.94%
3 Communication Services 7.12%
4 Healthcare 7.04%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.77M 0.16%
89,793
+4,021
102
$2.75M 0.15%
55,682
+6,347
103
$2.75M 0.15%
22,925
+793
104
$2.72M 0.15%
41,619
-4,772
105
$2.59M 0.14%
21,755
+7,161
106
$2.58M 0.14%
3,849
-2,338
107
$2.47M 0.14%
30,005
+934
108
$2.44M 0.14%
26,685
+5,410
109
$2.42M 0.14%
29,542
-2,841
110
$2.39M 0.13%
8,736
-68
111
$2.32M 0.13%
27,683
-18,610
112
$2.26M 0.13%
8,363
-1,749
113
$2.23M 0.12%
3,265
-94
114
$2.21M 0.12%
12,639
+573
115
$2.15M 0.12%
15,228
+142
116
$2.04M 0.11%
4,283
117
$2.02M 0.11%
5,008
-278
118
$2.02M 0.11%
7,185
-194
119
$2.01M 0.11%
21,318
+1,817
120
$1.88M 0.1%
21,155
+2,196
121
$1.84M 0.1%
7,506
-1,199
122
$1.76M 0.1%
25,940
-50
123
$1.74M 0.1%
7,524
-228
124
$1.73M 0.1%
2,873
+593
125
$1.68M 0.09%
14,677
+1,433
3 4
5
6 7