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
$900M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Sector Composition

1 Financials 5.51%
2 Healthcare 3.12%
3 Consumer Discretionary 2.83%
4 Industrials 2.53%
5 Technology 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$185K 0.02%
18,458
+288
177
$124K 0.01%
11,957
178
$105K 0.01%
34,123
179
$92K 0.01%
16,970
180
-74,211
181
-9,012