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
151
$970K 0.06%
+10,461
152
$963K 0.06%
+4,796
153
$948K 0.06%
+10,488
154
$931K 0.06%
+6,045
155
$898K 0.06%
13,584
+4,730
156
$896K 0.06%
+19,843
157
$891K 0.06%
+16,298
158
$883K 0.06%
+19,475
159
$870K 0.06%
+5,741
160
$855K 0.06%
+7,943
161
$850K 0.06%
4,432
+1,405
162
$834K 0.06%
+2,308
163
$831K 0.05%
+12,274
164
$792K 0.05%
2,110
+1,307
165
$784K 0.05%
+5,208
166
$778K 0.05%
23,514
+12,358
167
$776K 0.05%
15,210
+9,880
168
$771K 0.05%
+1,616
169
$764K 0.05%
+3,462
170
$755K 0.05%
+18,289
171
$755K 0.05%
34,173
+22,730
172
$741K 0.05%
+12,907
173
$697K 0.05%
+3,517
174
$693K 0.05%
4,960
+3,427
175
$690K 0.05%
+2,195
5 6
7
8 9