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
$236M
AUM Growth
-$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.93M
3
+$5.07M
4
TGT icon
Target
TGT
+$4.76M
5
AMP icon
Ameriprise Financial
AMP
+$4.67M

Top Sells

1
+$40.1M
2
+$22.4M
3
+$5.4M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.15M
5
ADP icon
Automatic Data Processing
ADP
+$4.66M

Sector Composition

1 Financials 27.65%
2 Healthcare 13.85%
3 Industrials 11.45%
4 Technology 11.25%
5 Communication Services 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-7,310
127
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-9,150
128
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-49,755
129
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-2,527
130
– –
-82,165
131
– –
-775,400
132
– –
-5,636
133
– –
-16,980
134
– –
-2,282
135
– –
-8,928
136
– –
-4,376
2 3 4 5
6