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
201
$411K 0.02%
1,577
-208
202
$409K 0.02%
1,448
203
$408K 0.02%
11,222
204
$404K 0.02%
8,174
-792
205
$400K 0.02%
9,170
-428
206
$395K 0.02%
2,487
+7
207
$392K 0.02%
5,340
+1,488
208
$390K 0.02%
2,005
-13
209
$384K 0.02%
3,208
-496
210
$384K 0.02%
1,510
+103
211
$376K 0.02%
3,212
212
$370K 0.02%
+1,203
213
$366K 0.02%
3,486
214
$360K 0.02%
3,856
-1,752
215
$355K 0.02%
2,517
-1,548
216
$355K 0.02%
1,944
-108
217
$346K 0.02%
1,328
218
$343K 0.02%
2,613
219
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1,553
+5
220
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1,962
-143
221
$322K 0.02%
75
222
$321K 0.02%
2,594
-289
223
$320K 0.02%
2,656
+178
224
$319K 0.02%
1,477
-2,045
225
$312K 0.02%
2,100
-30
7 8
9
10 11