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
$1.52B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$80.8M
3
+$76M
4
MSFT icon
Microsoft
MSFT
+$51.4M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$50M

Top Sells

1
+$1.01M
2
+$287K
3
+$254K
4
T icon
AT&T
T
+$32.3K
5
PEG icon
Public Service Enterprise Group
PEG
+$624

Sector Composition

1 Technology 21.67%
2 Healthcare 9.78%
3 Financials 9.77%
4 Consumer Discretionary 5.78%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.57M 0.1%
+11,560
127
$1.54M 0.1%
5,250
128
$1.51M 0.1%
+44,081
129
$1.48M 0.1%
11,726
+9,894
130
$1.41M 0.09%
12,993
+10,724
131
$1.41M 0.09%
+2,266
132
$1.38M 0.09%
+2
133
$1.38M 0.09%
+15,916
134
$1.35M 0.09%
46,646
+36,476
135
$1.29M 0.09%
+11,990
136
$1.27M 0.08%
+9,251
137
$1.26M 0.08%
+2,584
138
$1.24M 0.08%
+2,448
139
$1.22M 0.08%
+34,096
140
$1.17M 0.08%
+14,119
141
$1.16M 0.08%
12,090
+8,866
142
$1.16M 0.08%
4,656
+958
143
$1.14M 0.08%
+5,701
144
$1.12M 0.07%
+4,143
145
$1.12M 0.07%
+17,018
146
$1.1M 0.07%
+3,785
147
$1.08M 0.07%
+4,035
148
$1.06M 0.07%
5,722
+1,995
149
$1.04M 0.07%
14,411
+8,229
150
$975K 0.06%
+10,003
4 5
6
7 8