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
$1.59B
AUM Growth
+$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$11M
3
+$10.4M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$10.1M
5
NVDA icon
NVIDIA
NVDA
+$9.69M

Top Sells

1
+$10M
2
+$9.49M
3
+$2.81M
4
AMT icon
American Tower
AMT
+$2.59M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.94M

Sector Composition

1 Technology 22.72%
2 Financials 9.9%
3 Healthcare 7.35%
4 Communication Services 5.68%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.68M 0.11%
32,222
+19,315
127
$1.61M 0.1%
26,690
-4,590
128
$1.6M 0.1%
11,127
-433
129
$1.6M 0.1%
4,398
-137
130
$1.59M 0.1%
7,487
+155
131
$1.58M 0.1%
18,123
+2,207
132
$1.55M 0.1%
38,872
+311
133
$1.54M 0.1%
+11,926
134
$1.42M 0.09%
+8,626
135
$1.41M 0.09%
7,912
-315
136
$1.38M 0.09%
26,275
-1,665
137
$1.37M 0.09%
15,546
-3,330
138
$1.36M 0.09%
2
139
$1.34M 0.08%
38,860
-5,221
140
$1.34M 0.08%
5,250
141
$1.33M 0.08%
9,646
+395
142
$1.3M 0.08%
3,834
+49
143
$1.28M 0.08%
2,508
-76
144
$1.26M 0.08%
13,059
+2,571
145
$1.26M 0.08%
37,480
-42,218
146
$1.25M 0.08%
16,550
-468
147
$1.18M 0.07%
10,599
-1,491
148
$1.18M 0.07%
8,421
-784
149
$1.14M 0.07%
31,638
-2,458
150
$1.1M 0.07%
+3,329
4 5
6
7 8