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
$221M
AUM Growth
+$1.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$238K
3
+$115K
4
KO icon
Coca-Cola
KO
+$115K
5
DIS icon
Walt Disney
DIS
+$80.2K

Top Sells

1
+$3.17M
2
+$3.1M
3
+$1.16M
4
IBM icon
IBM
IBM
+$291K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$217K

Sector Composition

1 Financials 25.68%
2 Healthcare 15.45%
3 Technology 11.91%
4 Industrials 10.18%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.6M 8.87%
838,825
+4,922
2
$10.5M 4.77%
89,177
+297
3
$5.62M 2.54%
114,727
-92
4
$4.82M 2.18%
170,396
-404
5
$4.52M 2.05%
261,830
-3,180
6
$4.4M 1.99%
53,244
-29
7
$4.32M 1.95%
68,452
+243
8
$4.26M 1.93%
106,080
+300
9
$4.18M 1.89%
2,842
+9
10
$4.13M 1.87%
45,841
+381
11
$4.08M 1.85%
75,790
+85
12
$4.08M 1.85%
23,274
-454
13
$4.05M 1.83%
60,783
-95
14
$3.79M 1.72%
22,741
+20,074
15
$3.79M 1.72%
29,476
-136
16
$3.75M 1.7%
113,194
+146
17
$3.72M 1.68%
29,478
+534
18
$3.7M 1.68%
87,410
+2,708
19
$3.67M 1.66%
53,639
-105
20
$3.67M 1.66%
39,558
+864
21
$3.64M 1.65%
118,679
-2,046
22
$3.53M 1.6%
23,172
-56
23
$3.52M 1.59%
39,503
+337
24
$3.47M 1.57%
35,669
+451
25
$3.46M 1.57%
19,802
+153
1
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