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
$360M
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$4.83M
2 +$1.97M
3 +$1.15M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$446K
5
EXLS icon
EXL Service
EXLS
+$399K

Top Sells

1 +$4.05M
2 +$3.95M
3 +$603K
4
MSFT icon
Microsoft
MSFT
+$392K
5
ADI icon
Analog Devices
ADI
+$261K

Sector Composition

1 Technology 20.86%
2 Healthcare 11.56%
3 Financials 10.66%
4 Communication Services 6.15%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$234K 0.07%
3,176
127
$228K 0.06%
1,621
128
$227K 0.06%
11,443
-140
129
$227K 0.06%
2,926
130
$212K 0.06%
1,533
-41
131
$206K 0.06%
1,832
+14
132
$202K 0.06%
+1,310
133
-1,319
134
-1,079