UA

Unison Advisors Portfolio holdings

AUM $894M
1-Year Est. Return 9.78%
This Quarter Est. Return
1 Year Est. Return
+9.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$4.37M
3 +$2.77M
4
VTV icon
Vanguard Value ETF
VTV
+$2.57M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$2.17M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.95%
2 Industrials 13.06%
3 Technology 9.19%
4 Energy 7.43%
5 Consumer Discretionary 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$114K 0.08%
+842
152
$107K 0.08%
+13,781
153
$52K 0.04%
+11,688