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
151
$1.1M 0.07%
53,178
-16,030
152
$1.09M 0.07%
4,555
+2,727
153
$1.07M 0.07%
19,517
+3,219
154
$1.04M 0.07%
21,426
+1,951
155
$1.02M 0.06%
11,018
+557
156
$1.01M 0.06%
9,573
-2,153
157
$1M 0.06%
4,063
-80
158
$966K 0.06%
12,286
+5,980
159
$960K 0.06%
2,323
-125
160
$956K 0.06%
34,908
+735
161
$874K 0.06%
18,389
-1,454
162
$868K 0.05%
3,698
-958
163
$862K 0.05%
4,351
-445
164
$837K 0.05%
5,246
-495
165
$809K 0.05%
30,505
-16,141
166
$798K 0.05%
12,810
-1,601
167
$782K 0.05%
1,947
-163
168
$768K 0.05%
3,981
-1,741
169
$764K 0.05%
2,123
-185
170
$764K 0.05%
23,527
+13
171
$762K 0.05%
4,500
+68
172
$728K 0.05%
12,676
+2,153
173
$727K 0.05%
18,958
+669
174
$718K 0.05%
13,731
-1,479
175
$705K 0.04%
4,661
-547
5 6
7
8 9