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
$201M
AUM Growth
-$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.27M
3
+$2.01M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$1.32M
5
SU icon
Suncor Energy
SU
+$984K

Top Sells

1
+$2.32M
2
+$1.33M
3
+$1.32M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.23M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.06M

Sector Composition

1 Financials 27.33%
2 Technology 10.68%
3 Healthcare 10.47%
4 Energy 10.03%
5 Consumer Staples 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.7M 9.85%
962,077
-37,641
2
$4.36M 2.18%
105,196
-22,683
3
$4.05M 2.02%
66,659
-9,420
4
$4.01M 2%
80,545
-11,524
5
$3.92M 1.96%
48,958
-4,441
6
$3.89M 1.94%
203,112
+10,556
7
$3.81M 1.9%
48,337
-114
8
$3.74M 1.86%
66,044
-2,519
9
$3.74M 1.86%
91,351
+5,494
10
$3.73M 1.86%
42,864
+34,731
11
$3.69M 1.84%
37,541
-866
12
$3.67M 1.83%
63,018
-6,197
13
$3.65M 1.82%
46,067
+5,135
14
$3.61M 1.8%
59,634
+10,617
15
$3.51M 1.75%
126,593
-35,171
16
$3.46M 1.73%
67,311
+2,761
17
$3.46M 1.73%
126,203
+10,321
18
$3.42M 1.71%
108,836
+41,880
19
$3.38M 1.69%
29,633
+822
20
$3.29M 1.64%
43,830
+1,362
21
$3.29M 1.64%
60,912
+8,828
22
$3.23M 1.61%
40,137
-6,924
23
$3.23M 1.61%
66,191
-3,216
24
$3.19M 1.59%
34,042
-266
25
$3.16M 1.57%
154,616
-15,720
1
2 3 4