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
$1.59B
AUM Growth
+$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$11M
3
+$10.4M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$10.1M
5
NVDA icon
NVIDIA
NVDA
+$9.69M

Top Sells

1
+$10M
2
+$9.49M
3
+$2.81M
4
AMT icon
American Tower
AMT
+$2.59M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.94M

Sector Composition

1 Technology 22.72%
2 Financials 9.9%
3 Healthcare 7.35%
4 Communication Services 5.68%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$130M 8.18%
2,201,021
+101,880
2
$109M 6.86%
1,576,445
+379,830
3
$100M 6.31%
399,681
-3,570
4
$67.5M 4.26%
160,123
+7,374
5
$55.4M 3.5%
2,218,830
-77,571
6
$43.4M 2.74%
229,220
+515
7
$42.3M 2.67%
192,970
-1,175
8
$37.4M 2.36%
63,944
-582
9
$35.5M 2.24%
153,101
+7,712
10
$33.8M 2.13%
746,932
+229,339
11
$30.7M 1.94%
29,930
-548
12
$25.6M 1.62%
81,119
-1,734
13
$25.5M 1.61%
76,302
-1,080
14
$24.1M 1.52%
44,696
-2,366
15
$23.4M 1.48%
273,159
-3,697
16
$22.5M 1.42%
314,165
+1,196
17
$20.7M 1.31%
39,776
-5,410
18
$20.6M 1.3%
788,328
+140,651
19
$19.2M 1.21%
21,004
-1,291
20
$16.8M 1.06%
33,770
+777
21
$16.4M 1.03%
100,762
-292
22
$16M 1.01%
31,713
-649
23
$15.9M 1%
118,145
+72,173
24
$15.8M 1%
30,397
+121
25
$15.7M 0.99%
531,828
+380
1
2 3 4 5