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
176
$685K 0.05%
+10,925
177
$681K 0.04%
+3,998
178
$678K 0.04%
12,833
+7,146
179
$671K 0.04%
+8,745
180
$663K 0.04%
10,523
181
$657K 0.04%
+6,239
182
$645K 0.04%
+8,266
183
$628K 0.04%
16,587
+5,760
184
$623K 0.04%
2,090
+40
185
$609K 0.04%
+2,143
186
$606K 0.04%
11,886
187
$575K 0.04%
+4,902
188
$556K 0.04%
+14,002
189
$549K 0.04%
2,427
+1,184
190
$547K 0.04%
+4,269
191
$547K 0.04%
4,504
+614
192
$537K 0.04%
+9,097
193
$530K 0.03%
+4,373
194
$512K 0.03%
+1,382
195
$506K 0.03%
+6,306
196
$488K 0.03%
+3,599
197
$480K 0.03%
+3,920
198
$475K 0.03%
+9,172
199
$463K 0.03%
+1,753
200
$462K 0.03%
3,486
6 7
8
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