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
$204M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.47M
3
+$2.19M
4
EFX icon
Equifax
EFX
+$1.02M
5
TEL icon
TE Connectivity
TEL
+$474K

Top Sells

1
+$3.06M
2
+$2.45M
3
+$440K
4
PSX icon
Phillips 66
PSX
+$420K
5
NKE icon
Nike
NKE
+$393K

Sector Composition

1 Financials 26.21%
2 Healthcare 14.83%
3 Technology 11.42%
4 Industrials 9.23%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17M 8.33%
885,828
-20,048
2
$8.49M 4.15%
90,913
-96
3
$4.64M 2.27%
168,152
+1,904
4
$4.24M 2.07%
41,470
+919
5
$4.23M 2.07%
36,642
-2,847
6
$4.23M 2.07%
68,836
-6,388
7
$4.2M 2.05%
81,604
-1,273
8
$4.19M 2.05%
96,859
-4,175
9
$4.07M 1.99%
45,676
+445
10
$4.06M 1.99%
3,283
-48
11
$3.95M 1.93%
56,671
-6,321
12
$3.91M 1.91%
39,792
+903
13
$3.88M 1.9%
63,574
+297
14
$3.65M 1.78%
28,163
-554
15
$3.62M 1.77%
45,951
-1,135
16
$3.59M 1.76%
32,845
-3,407
17
$3.59M 1.76%
76,405
-1,405
18
$3.58M 1.75%
62,496
-2,739
19
$3.52M 1.72%
110,360
-3,480
20
$3.51M 1.72%
68,381
-304
21
$3.49M 1.71%
55,699
+3,652
22
$3.4M 1.67%
42,035
-2,426
23
$3.4M 1.66%
62,451
-3,343
24
$3.33M 1.63%
30,515
-2,233
25
$3.29M 1.61%
30,126
+2,821
1
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