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
$850M
AUM Growth
-$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$313K
2 +$242K
3 +$47.8K
4
AAPL icon
Apple
AAPL
+$47.1K
5
PRU icon
Prudential Financial
PRU
+$42.6K

Sector Composition

1 Financials 6.27%
2 Consumer Discretionary 2.99%
3 Healthcare 2.99%
4 Technology 2.55%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$210K 0.02%
1,071
+4
177
$193K 0.02%
19,573
178
$174K 0.02%
10,001
+145
179
$164K 0.02%
10,381
+131
180
$40.7K ﹤0.01%
11,957