UF

Univest Financial Portfolio holdings

AUM $1.78B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.3M
3
+$6.25M
4
LLY icon
Eli Lilly
LLY
+$4.97M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.62M

Top Sells

1
+$7.57M
2
+$6.92M
3
+$5.96M
4
AMAT icon
Applied Materials
AMAT
+$4.71M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.95M

Sector Composition

1 Technology 23.91%
2 Financials 8.94%
3 Communication Services 7.12%
4 Healthcare 7.04%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.67M 0.09%
29,203
+3,043
127
$1.66M 0.09%
52,776
+634
128
$1.64M 0.09%
6,226
+2,062
129
$1.61M 0.09%
14,087
+989
130
$1.59M 0.09%
31,024
+9,781
131
$1.57M 0.09%
17,994
+256
132
$1.55M 0.09%
34,262
-793
133
$1.51M 0.08%
2
134
$1.49M 0.08%
9,418
135
$1.44M 0.08%
12,141
+2,134
136
$1.42M 0.08%
36,795
-1,227
137
$1.41M 0.08%
15,145
-23
138
$1.39M 0.08%
11,374
+328
139
$1.39M 0.08%
28,256
-116
140
$1.35M 0.08%
4,492
141
$1.35M 0.08%
5,250
142
$1.33M 0.07%
8,591
-404
143
$1.26M 0.07%
9,029
+1,270
144
$1.26M 0.07%
3,354
145
$1.25M 0.07%
13,254
-6,733
146
$1.21M 0.07%
15,396
-318
147
$1.2M 0.07%
9,319
+2,431
148
$1.17M 0.07%
3,362
+99
149
$1.11M 0.06%
20,607
+1,693
150
$1.08M 0.06%
4,279
+10
4 5
6
7 8