UA
Unison Advisors Portfolio holdings
AUM
$894M
This Quarter Return
+3.23%
1 Year Return
+9.78%
3 Year Return
+39.33%
5 Year Return
+107.46%
10 Year Return
–
AUM
$133M
AUM Growth
+$133M
(-1.8%)
Cap. Flow
-$5.51M
Cap. Flow
% of AUM
-4.15%
Top 10 Holdings %
Top 10 Hldgs %
20.91%
Holding
169
New
8
Increased
97
Reduced
13
Closed
7
Top Buys
Top Sells
| 1 |
Infosys
INFY
|
$2.03M |
| 2 |
Vanguard Total Bond Market
BND
|
$2.03M |
| 3 |
Wipro
WIT
|
$1.43M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$483K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$406K |
Sector Composition
| 1 | Financials | 21.59% |
| 2 | Industrials | 13.16% |
| 3 | Technology | 10.04% |
| 4 | Consumer Staples | 8.52% |
| 5 | Consumer Discretionary | 6.99% |
