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
176
$681K 0.04%
20,090
-2,000
177
$664K 0.04%
5,208
+547
178
$658K 0.04%
11,190
+1,721
179
$639K 0.04%
11,616
-270
180
$629K 0.04%
4,535
+3
181
$618K 0.04%
14,456
+1,424
182
$604K 0.04%
6,705
-570
183
$596K 0.04%
4,411
184
$544K 0.03%
2,790
-975
185
$542K 0.03%
4,065
+14
186
$531K 0.03%
2,533
+40
187
$501K 0.03%
17,329
-43
188
$501K 0.03%
2,356
+1,051
189
$494K 0.03%
1,729
-5,877
190
$471K 0.03%
1,658
191
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701
192
$461K 0.03%
3,866
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193
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5,674
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194
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2,703
195
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5,867
+1,241
196
$441K 0.03%
1,785
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197
$436K 0.03%
4,751
198
$435K 0.03%
1,627
199
$426K 0.03%
8,966
200
$420K 0.03%
1,448
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