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
151
$957K 0.06%
32,554
+1,678
152
$947K 0.06%
4,269
153
$941K 0.06%
7,585
-598
154
$900K 0.05%
5,197
-53
155
$875K 0.05%
9,510
-804
156
$871K 0.05%
15,274
-11,266
157
$860K 0.05%
3,860
158
$813K 0.05%
6,888
-1,021
159
$797K 0.05%
2,014
-106
160
$794K 0.05%
8,664
+2,518
161
$790K 0.05%
2,090
162
$789K 0.05%
13,452
+85
163
$764K 0.05%
2,591
+51
164
$746K 0.04%
1,590
+40
165
$743K 0.04%
2,189
+26
166
$738K 0.04%
5,724
-2,061
167
$732K 0.04%
9,939
-14,365
168
$721K 0.04%
3,522
169
$711K 0.04%
4,870
+1
170
$707K 0.04%
10,523
171
$696K 0.04%
3,735
-127
172
$696K 0.04%
2,704
-107
173
$695K 0.04%
6,203
-138
174
$694K 0.04%
10,855
-207
175
$685K 0.04%
4,127
-305
5 6
7
8 9