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
$203M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$1.71M
3
+$1.28M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.23M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.06M

Top Sells

1
+$3.94M
2
+$2M
3
+$1.84M
4
ABT icon
Abbott
ABT
+$1.24M
5
GILD icon
Gilead Sciences
GILD
+$632K

Sector Composition

1 Financials 27.14%
2 Consumer Staples 10.74%
3 Healthcare 10.2%
4 Technology 9.88%
5 Industrials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.7M 10.19%
999,718
+38,084
2
$4.86M 2.39%
127,879
+4,021
3
$4.51M 2.23%
161,764
-17,064
4
$4.45M 2.19%
76,079
+805
5
$4.18M 2.06%
92,069
+1,660
6
$4.12M 2.03%
56,164
-337
7
$4.08M 2.01%
53,399
+2,092
8
$3.87M 1.91%
69,215
-614
9
$3.86M 1.9%
192,556
-17,696
10
$3.83M 1.89%
47,061
+605
11
$3.74M 1.84%
68,563
-1,661
12
$3.71M 1.83%
64,173
+3,655
13
$3.6M 1.77%
48,451
-3,411
14
$3.57M 1.76%
86,487
+6,540
15
$3.56M 1.76%
47,426
-8,415
16
$3.56M 1.75%
+79,055
17
$3.52M 1.73%
38,407
+253
18
$3.46M 1.71%
69,407
-3,893
19
$3.41M 1.68%
64,550
+11,144
20
$3.37M 1.66%
40,932
-3,684
21
$3.29M 1.62%
85,857
-211
22
$3.2M 1.58%
81,270
-4,576
23
$3.14M 1.55%
31,316
-581
24
$3.13M 1.54%
62,715
+1,519
25
$3.12M 1.54%
117,573
+500
1
2 3 4