UF

Univest Financial Portfolio holdings

AUM $1.89B
1-Year Est. Return 22.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.2M
3
+$7.52M
4
AMZN icon
Amazon
AMZN
+$7.18M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.04M

Top Sells

1
+$12.4M
2
+$5.96M
3
+$4.59M
4
CRL icon
Charles River Laboratories
CRL
+$4.21M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.71M

Sector Composition

1 Technology 23.35%
2 Financials 9.64%
3 Healthcare 6.86%
4 Communication Services 6.75%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.51M 0.09%
18,959
+1,187
127
$1.5M 0.09%
11,046
+333
128
$1.48M 0.09%
17,738
-57,833
129
$1.46M 0.09%
2
130
$1.44M 0.09%
7,752
+180
131
$1.42M 0.09%
26,160
+2,715
132
$1.4M 0.08%
9,418
-1,000
133
$1.39M 0.08%
13,244
+955
134
$1.38M 0.08%
19,498
+6,242
135
$1.36M 0.08%
13,098
-2,284
136
$1.36M 0.08%
38,022
137
$1.36M 0.08%
5,250
138
$1.29M 0.08%
8,995
-8,161
139
$1.28M 0.08%
5,494
-7,155
140
$1.27M 0.08%
15,714
-12,469
141
$1.26M 0.08%
15,168
-212
142
$1.26M 0.08%
2,280
143
$1.2M 0.07%
3,354
+25
144
$1.19M 0.07%
28,372
-848
145
$1.15M 0.07%
4,492
+794
146
$1.09M 0.07%
10,007
+1
147
$1.05M 0.06%
7,759
-27,458
148
$1.02M 0.06%
3,263
+54
149
$991K 0.06%
18,914
-1,671
150
$982K 0.06%
3,043
-105
4 5
6
7 8