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
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$398K
2
+$239K
3
+$203K
4
DOX icon
Amdocs
DOX
+$196K
5
WM icon
Waste Management
WM
+$109K

Top Sells

1
+$1.63M
2
+$557K
3
+$317K
4
INTC icon
Intel
INTC
+$302K
5
UPS icon
United Parcel Service
UPS
+$296K

Sector Composition

1 Technology 14.54%
2 Healthcare 13.3%
3 Financials 11.97%
4 Communication Services 7.82%
5 Consumer Discretionary 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.3M 13.69%
829,322
-31,326
2
$22.1M 6.99%
71,818
-34
3
$12.4M 3.92%
83,108
-777
4
$11.1M 3.5%
95,489
-4,811
5
$8.58M 2.71%
596,797
+1,060
6
$8.38M 2.65%
39,825
-899
7
$6.93M 2.19%
24,951
-870
8
$6.52M 2.06%
66,686
-2,905
9
$6.39M 2.02%
43,915
-1,346
10
$6.3M 1.99%
109,730
+3,416
11
$6.27M 1.98%
203,865
-8,025
12
$6.09M 1.93%
30,444
+238
13
$6.07M 1.92%
23,898
-925
14
$5.96M 1.88%
13,487
-718
15
$5.88M 1.86%
46,816
-2,092
16
$5.57M 1.76%
31,353
-579
17
$5.36M 1.7%
20,474
-881
18
$5.28M 1.67%
37,870
-1,836
19
$5.25M 1.66%
42,336
-1,621
20
$4.94M 1.56%
67,440
-2,300
21
$4.93M 1.56%
33,409
-1,073
22
$4.92M 1.56%
106,269
-4,818
23
$4.74M 1.5%
30,120
-1,580
24
$4.72M 1.5%
157,710
-8,235
25
$4.71M 1.49%
13,253
-519
1
2 3 4 5