UF

Univest Financial Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.63%
This Quarter Est. Return
1 Year Est. Return
+16.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$4.36M
3
+$4.04M
4
TJX icon
TJX Companies
TJX
+$3.89M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.52M

Top Sells

1
+$4.46M
2
+$4.06M
3
+$3.13M
4
COST icon
Costco
COST
+$3.08M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.82M

Sector Composition

1 Technology 19.62%
2 Healthcare 11.94%
3 Financials 10.7%
4 Communication Services 5.7%
5 Industrials 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$210K 0.06%
2,926
127
$208K 0.06%
800
-132
128
$207K 0.06%
+5,702
129
$207K 0.06%
+794
130
$201K 0.06%
+1,320
131
– –
-33,378
132
– –
-6,599
133
– –
-12,145
134
– –
-5,494
135
– –
-43,494
136
– –
-44,542
137
– –
-5,892
138
– –
-2,312
2 3 4 5
6