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
$316M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$457K
2
+$377K
3
+$201K
4
DXC icon
DXC Technology
DXC
+$182K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$146K

Top Sells

1
+$488K
2
+$303K
3
+$299K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$240K
5
VFC icon
VF Corp
VFC
+$214K

Sector Composition

1 Financials 18.13%
2 Healthcare 11.99%
3 Technology 10.08%
4 Industrials 9.62%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.2M 13.03%
780,474
+2,774
2
$22.1M 6.99%
82,033
-304
3
$15.5M 4.9%
589,226
-18,574
4
$12M 3.79%
85,910
+460
5
$6.45M 2.04%
130,416
+452
6
$5.8M 1.83%
33,403
-279
7
$5.69M 1.8%
27,354
-45
8
$5.5M 1.74%
34,349
-277
9
$5.41M 1.71%
2,884
+42
10
$5.32M 1.68%
47,544
+118
11
$5.26M 1.67%
88,247
+92
12
$5.2M 1.65%
17,699
-110
13
$5.17M 1.64%
37,692
-135
14
$5.01M 1.59%
35,914
-489
15
$5.01M 1.59%
174,050
-1,650
16
$4.95M 1.57%
51,701
-198
17
$4.83M 1.53%
43,993
+182
18
$4.75M 1.5%
28,750
+151
19
$4.74M 1.5%
55,148
+88
20
$4.65M 1.47%
24,098
-440
21
$4.5M 1.42%
17,011
-133
22
$4.49M 1.42%
24,366
+453
23
$4.43M 1.4%
52,815
+104
24
$4.43M 1.4%
69,931
+1,416
25
$4.41M 1.4%
43,384
+144
1
2 3 4 5