UF
Univest Financial Portfolio holdings
AUM
$1.67B
1-Year Return
16.63%
This Quarter Return
-21.44%
1 Year Return
+16.63%
3 Year Return
+60.39%
5 Year Return
+100.25%
10 Year Return
+209.48%
AUM
$252M
AUM Growth
+$15.9M
(+6.7%)
Cap. Flow
+$7.69M
Cap. Flow
% of AUM
3.05%
Top 10 Holdings %
Top 10 Hldgs %
40.91%
Holding
142
New
42
Increased
16
Reduced
48
Closed
36
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$33.6M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$17.4M |
| 3 |
Automatic Data Processing
ADP
|
$4.82M |
| 4 |
Thermo Fisher Scientific
TMO
|
$4.38M |
| 5 |
Global Payments
GPN
|
$4.31M |
Top Sells
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$5.39M |
| 2 |
T Rowe Price
TROW
|
$4.13M |
| 3 |
Truist Financial
TFC
|
$4.05M |
| 4 |
L3Harris
LHX
|
$3.91M |
| 5 |
Union Pacific
UNP
|
$3.59M |
Sector Composition
| 1 | Healthcare | 14.19% |
| 2 | Financials | 14.12% |
| 3 | Technology | 12.06% |
| 4 | Industrials | 7.74% |
| 5 | Communication Services | 7.57% |
