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
201
$457K 0.03%
+2,421
202
$453K 0.03%
2,978
+1,606
203
$443K 0.03%
+3,299
204
$442K 0.03%
+1,717
205
$439K 0.03%
+1,986
206
$434K 0.03%
+1,828
207
$425K 0.03%
+724
208
$420K 0.03%
+3,196
209
$419K 0.03%
+1,611
210
$417K 0.03%
1,401
+424
211
$415K 0.03%
+1,585
212
$414K 0.03%
993
213
$411K 0.03%
+9,894
214
$406K 0.03%
+1,345
215
$405K 0.03%
+1,405
216
$405K 0.03%
4,490
+1,564
217
$403K 0.03%
+1,654
218
$400K 0.03%
+12,578
219
$397K 0.03%
+1,695
220
$392K 0.03%
+14,516
221
$388K 0.03%
+3,364
222
$385K 0.03%
+2,149
223
$384K 0.03%
+3,945
224
$368K 0.02%
+3,846
225
$360K 0.02%
+4,300
7 8
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