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
201
$484K 0.03%
1,833
+80
202
$476K 0.03%
3,920
203
$469K 0.03%
2,648
-330
204
$456K 0.03%
2,736
+315
205
$454K 0.03%
3,889
-1,071
206
$444K 0.03%
714
-10
207
$437K 0.03%
1,272
+405
208
$432K 0.03%
3,079
-220
209
$428K 0.03%
6,094
+1
210
$422K 0.03%
7,619
+4,090
211
$420K 0.03%
1,656
+2
212
$419K 0.03%
1,907
-79
213
$416K 0.03%
3,486
214
$408K 0.03%
1,695
215
$402K 0.03%
1,585
216
$388K 0.02%
1,405
217
$385K 0.02%
3,793
-53
218
$376K 0.02%
3,601
-9,392
219
$370K 0.02%
2,077
-72
220
$367K 0.02%
9,895
+1
221
$365K 0.02%
945
-437
222
$365K 0.02%
3,201
+5
223
$363K 0.02%
1,303
224
$362K 0.02%
3,364
225
$357K 0.02%
2,883
-160
7 8
9
10 11