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
$355M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.55M
3
+$4.93M
4
BLK icon
Blackrock
BLK
+$4.7M
5
UNH icon
UnitedHealth
UNH
+$4.23M

Top Sells

1
+$7.8M
2
+$7.24M
3
+$5.97M
4
ALL icon
Allstate
ALL
+$5.89M
5
ICE icon
Intercontinental Exchange
ICE
+$4.51M

Sector Composition

1 Technology 17.12%
2 Financials 12.56%
3 Healthcare 11.86%
4 Consumer Discretionary 7.84%
5 Communication Services 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.2M 12.18%
723,488
+17,691
2
$25.3M 7.12%
60,857
-324
3
$14.2M 4.01%
531,354
-10,838
4
$13.2M 3.72%
42,801
-5,026
5
$13.1M 3.7%
75,251
-15,351
6
$10.9M 3.06%
66,640
+3,920
7
$10M 2.82%
56,486
-24,618
8
$8.42M 2.37%
14,627
-4,298
9
$8.26M 2.33%
108,015
-27,455
10
$7.32M 2.06%
52,660
+960
11
$7.11M 2%
32,053
+533
12
$6.53M 1.84%
26,002
-219
13
$6.25M 1.76%
112,068
+104,408
14
$6.13M 1.73%
25,349
+352
15
$5.91M 1.67%
19,753
-3,016
16
$5.88M 1.66%
44,631
+42,071
17
$5.85M 1.65%
42,777
+19,279
18
$5.67M 1.6%
41,591
+801
19
$5.65M 1.59%
9,558
-1,499
20
$5.27M 1.48%
27,069
+1,363
21
$5.19M 1.46%
6,796
+6,153
22
$5.07M 1.43%
68,047
+66,124
23
$4.94M 1.39%
22,225
+954
24
$4.91M 1.38%
36,519
+395
25
$4.88M 1.38%
9,572
+8,288
1
2 3 4 5