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
201
$412K 0.02%
3,739
-70
202
$406K 0.02%
9,387
+68
203
$404K 0.02%
13,766
204
$402K 0.02%
3,704
-5,052
205
$402K 0.02%
2,652
-31,595
206
$397K 0.02%
3,486
207
$392K 0.02%
9,598
-2,144
208
$388K 0.02%
11,222
209
$383K 0.02%
3,210
+5
210
$372K 0.02%
1,274
-37
211
$372K 0.02%
702
-24
212
$369K 0.02%
2,018
-78
213
$363K 0.02%
1,328
214
$349K 0.02%
2,480
+7
215
$348K 0.02%
2,613
-80
216
$341K 0.02%
803
-1,145
217
$340K 0.02%
2,883
-222
218
$335K 0.02%
2,105
+175
219
$333K 0.02%
1,407
-2,780
220
$326K 0.02%
2,238
-798
221
$319K 0.02%
628
222
$315K 0.02%
720
223
$312K 0.02%
1,548
+4
224
$298K 0.02%
2,022
-1,480
225
$298K 0.02%
976
+239
7 8
9
10 11