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
$252M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$20.5M
3
+$6.34M
4
ADP icon
Automatic Data Processing
ADP
+$5.68M
5
GPN icon
Global Payments
GPN
+$5.46M

Top Sells

1
+$6.23M
2
+$5.17M
3
+$4.38M
4
KO icon
Coca-Cola
KO
+$4.21M
5
UNP icon
Union Pacific
UNP
+$4.2M

Sector Composition

1 Healthcare 14.19%
2 Financials 14.12%
3 Technology 12.06%
4 Industrials 7.74%
5 Communication Services 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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142
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6