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
176
$697K 0.04%
2,163
-32
177
$689K 0.04%
3,520
+3
178
$681K 0.04%
2,154
+64
179
$677K 0.04%
1,616
180
$666K 0.04%
3,999
+1
181
$665K 0.04%
10,847
-78
182
$663K 0.04%
6,687
+448
183
$660K 0.04%
2,952
+1,341
184
$653K 0.04%
6,739
-1,204
185
$651K 0.04%
3,477
+15
186
$644K 0.04%
8,145
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187
$632K 0.04%
11,886
188
$629K 0.04%
4,962
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189
$597K 0.04%
7,890
-132,294
190
$594K 0.04%
4,509
+910
191
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4,582
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192
$576K 0.04%
7,604
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193
$565K 0.04%
+11,694
194
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12,846
-1,156
195
$527K 0.03%
9,054
-43
196
$527K 0.03%
4,377
-127
197
$527K 0.03%
4,127
-142
198
$524K 0.03%
5,739
-4,264
199
$523K 0.03%
4,521
+148
200
$502K 0.03%
1,822
-2,213
6 7
8
9 10