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
$307M
AUM Growth
-$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$951K
3
+$422K
4
DHI icon
D.R. Horton
DHI
+$375K
5
AMZN icon
Amazon
AMZN
+$331K

Top Sells

1
+$302K
2
+$300K
3
+$297K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$279K
5
FI icon
Fiserv
FI
+$249K

Sector Composition

1 Technology 15.57%
2 Healthcare 13.24%
3 Financials 12.56%
4 Consumer Discretionary 7.4%
5 Industrials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.3M 12.49%
741,908
+18,420
2
$20.9M 6.82%
60,254
-603
3
$13.4M 4.38%
527,319
-4,035
4
$11M 3.58%
42,779
-22
5
$10.4M 3.38%
75,747
+496
6
$9.92M 3.24%
55,877
-609
7
$7.43M 2.42%
103,857
-4,158
8
$7.41M 2.42%
69,758
+3,118
9
$6.92M 2.26%
14,437
-190
10
$6.69M 2.18%
26,164
+162
11
$6.35M 2.07%
32,249
+196
12
$6.08M 1.98%
24,994
-355
13
$5.89M 1.92%
54,020
+1,360
14
$5.64M 1.84%
20,554
+801
15
$5.25M 1.71%
9,664
+106
16
$4.96M 1.62%
116,209
+4,141
17
$4.93M 1.61%
44,532
+1,755
18
$4.89M 1.59%
9,517
-55
19
$4.88M 1.59%
43,343
+1,752
20
$4.88M 1.59%
73,714
+5,667
21
$4.81M 1.57%
27,687
+618
22
$4.48M 1.46%
57,819
+1,215
23
$4.42M 1.44%
7,259
+463
24
$4.37M 1.42%
47,984
+3,353
25
$4.26M 1.39%
18,773
+886
1
2 3 4 5