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
151
$1.05M 0.06%
15,867
-3,631
152
$1.02M 0.06%
5,197
153
$1M 0.06%
3,043
154
$969K 0.05%
5,719
-5
155
$965K 0.05%
4,864
-965
156
$964K 0.05%
34,034
+1,480
157
$916K 0.05%
20,842
-19,631
158
$907K 0.05%
9,398
-112
159
$871K 0.05%
14,543
-731
160
$866K 0.05%
2,090
161
$828K 0.05%
7,230
-355
162
$811K 0.05%
4,844
-26
163
$809K 0.05%
17,290
+2,834
164
$796K 0.04%
5,225
+17
165
$792K 0.04%
3,860
166
$751K 0.04%
10,523
167
$750K 0.04%
20,195
+105
168
$739K 0.04%
10,852
-3
169
$737K 0.04%
1,995
-19
170
$731K 0.04%
2,591
171
$731K 0.04%
1,538
-52
172
$717K 0.04%
6,652
-53
173
$714K 0.04%
8,435
-229
174
$713K 0.04%
3,812
-315
175
$707K 0.04%
3,519
-216
5 6
7
8 9