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
$320M
AUM Growth
+$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.77M
3
+$1.73M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.69M
5
SHW icon
Sherwin-Williams
SHW
+$1.63M

Top Sells

1
+$7.61M
2
+$2.9M
3
+$2.75M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.51M
5
CSCO icon
Cisco
CSCO
+$1.92M

Sector Composition

1 Technology 18.99%
2 Healthcare 13.11%
3 Financials 11.49%
4 Consumer Discretionary 6.32%
5 Consumer Staples 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.7M 13.01%
755,267
-29,598
2
$21.2M 6.62%
56,411
-3,762
3
$12.5M 3.89%
75,638
+4,719
4
$12.4M 3.86%
42,858
+1,412
5
$11.8M 3.67%
495,821
-14,284
6
$9.3M 2.9%
112,320
-5,461
7
$8.41M 2.63%
54,279
-185
8
$8.29M 2.59%
321,621
+65,457
9
$8.23M 2.57%
79,711
+32,515
10
$6.63M 2.07%
63,906
+5,759
11
$6.11M 1.91%
49,722
-7,481
12
$6.1M 1.9%
12,268
+590
13
$5.9M 1.84%
10,228
-249
14
$5.88M 1.83%
12,438
+1,456
15
$5.87M 1.83%
7,150
+2,107
16
$5.86M 1.83%
76,056
+5,345
17
$5.84M 1.82%
25,891
-2,144
18
$5.68M 1.77%
12,896
-480
19
$5.54M 1.73%
22,908
+7,325
20
$5.44M 1.7%
25,675
-1,052
21
$5.43M 1.7%
8,119
+1,945
22
$5.21M 1.63%
25,517
+2,284
23
$5.08M 1.58%
22,582
+7,240
24
$4.42M 1.38%
33,949
-2,483
25
$4.37M 1.36%
19,107
+2,703
1
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