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
$331M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.74M
3
+$3.67M
4
EL icon
Estee Lauder
EL
+$2.84M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.31M

Top Sells

1
+$4.57M
2
+$4.42M
3
+$3.83M
4
STZ icon
Constellation Brands
STZ
+$2.99M
5
META icon
Meta Platforms (Facebook)
META
+$2.25M

Sector Composition

1 Technology 19.98%
2 Healthcare 12.21%
3 Financials 11.14%
4 Communication Services 5.67%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.4M 12.54%
739,094
-16,173
2
$22.4M 6.79%
55,078
-1,333
3
$15.5M 4.69%
79,928
+4,290
4
$12.7M 3.85%
37,414
-5,444
5
$9.72M 2.94%
74,545
-5,166
6
$9.4M 2.85%
520,163
+24,342
7
$9.34M 2.83%
115,084
+2,764
8
$8.98M 2.72%
54,279
9
$8.96M 2.71%
74,865
+10,959
10
$8.12M 2.46%
320,026
-1,595
11
$7.08M 2.14%
48,972
-750
12
$6.13M 1.85%
8,869
+750
13
$6.12M 1.85%
11,373
-895
14
$6.09M 1.84%
22,919
+337
15
$5.92M 1.79%
24,934
-957
16
$5.79M 1.75%
12,052
-386
17
$5.61M 1.7%
75,597
-459
18
$5.35M 1.62%
10,253
+25
19
$5.25M 1.59%
27,088
+1,571
20
$5.12M 1.55%
17,836
-7,839
21
$4.91M 1.48%
33,737
-212
22
$4.8M 1.45%
6,676
-474
23
$4.54M 1.37%
42,030
+6,088
24
$4.47M 1.35%
11,148
+254
25
$4.34M 1.31%
13,969
+666
1
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