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
176
$689K 0.04%
6,048
-155
177
$680K 0.04%
10,295
-3,157
178
$662K 0.04%
2,201
-503
179
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11,190
180
$644K 0.04%
4,519
-16
181
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4,386
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182
$626K 0.04%
11,616
183
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2,786
-4
184
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19,350
+2,021
185
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1,611
-118
186
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4,089
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187
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2,356
188
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1,659
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189
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190
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191
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192
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193
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194
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609
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195
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196
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3,215
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197
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-4,062
198
$434K 0.02%
1,274
199
$424K 0.02%
2,703
200
$412K 0.02%
4,351
-400
6 7
8
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