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
$328M
AUM Growth
+$78.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$22.5M
3
+$2.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.8M
5
VFC icon
VF Corp
VFC
+$2.26M

Top Sells

1
+$1.76M
2
+$1.17M
3
+$444K
4
LMT icon
Lockheed Martin
LMT
+$308K
5
AAPL icon
Apple
AAPL
+$254K

Sector Composition

1 Financials 18.68%
2 Healthcare 10.42%
3 Industrials 9.42%
4 Technology 8.53%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.3M 12.28%
+745,810
2
$22.5M 6.86%
+84,198
3
$15.5M 4.72%
584,936
+2,525
4
$11.5M 3.52%
83,568
-632
5
$6.93M 2.11%
122,748
-4,496
6
$5.96M 1.82%
35,207
-607
7
$5.78M 1.76%
95,840
-2,540
8
$5.6M 1.71%
37,337
-1,374
9
$5.42M 1.65%
46,320
-3,796
10
$5.19M 1.58%
98,588
-2,787
11
$5.15M 1.57%
21,944
-931
12
$4.99M 1.52%
44,203
-620
13
$4.97M 1.52%
201,500
+550
14
$4.85M 1.48%
23,407
-5,647
15
$4.82M 1.47%
62,411
-417
16
$4.81M 1.47%
23,189
-685
17
$4.8M 1.46%
2,419
+225
18
$4.74M 1.45%
133,948
+1,944
19
$4.64M 1.42%
52,820
+177
20
$4.61M 1.41%
18,881
-572
21
$4.6M 1.4%
54,246
-20,750
22
$4.58M 1.4%
33,596
-114
23
$4.41M 1.35%
26,822
-200
24
$4.41M 1.34%
38,760
-826
25
$4.37M 1.33%
58,297
-1,300
1
2 3 4 5