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
$218M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$484K
3
+$435K
4
PRU icon
Prudential Financial
PRU
+$432K
5
CSCO icon
Cisco
CSCO
+$387K

Top Sells

1
+$3.26M
2
+$2.54M
3
+$630K
4
AAPL icon
Apple
AAPL
+$319K
5
DIS icon
Walt Disney
DIS
+$287K

Sector Composition

1 Financials 26.55%
2 Healthcare 15.8%
3 Technology 11.6%
4 Industrials 8.88%
5 Energy 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.4M 8.47%
905,876
-30,931
2
$8.87M 4.07%
91,009
-1,777
3
$5.21M 2.39%
166,248
-10,180
4
$4.63M 2.13%
40,551
-2,515
5
$4.62M 2.12%
36,252
-735
6
$4.55M 2.09%
38,889
-1,288
7
$4.42M 2.03%
65,794
-1,820
8
$4.39M 2.02%
39,489
+3,122
9
$4.33M 1.99%
45,231
-569
10
$4.29M 1.97%
63,277
-999
11
$4.27M 1.96%
82,877
-1,767
12
$4.23M 1.94%
62,992
-454
13
$4.19M 1.92%
101,034
-620
14
$4.06M 1.87%
75,224
+3,860
15
$3.97M 1.82%
28,717
-72
16
$3.95M 1.82%
44,461
-466
17
$3.91M 1.8%
65,235
+8,067
18
$3.86M 1.77%
68,685
-226
19
$3.84M 1.77%
47,086
+4,245
20
$3.83M 1.76%
3,331
+1,167
21
$3.73M 1.71%
35,061
-684
22
$3.5M 1.61%
132,685
+436
23
$3.48M 1.6%
77,810
-70
24
$3.47M 1.6%
60,268
-254
25
$3.47M 1.59%
32,748
+787
1
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