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
$840M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Sector Composition

1 Financials 8.83%
2 Consumer Discretionary 4.25%
3 Technology 3.31%
4 Industrials 2.79%
5 Materials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$225K 0.03%
10,337
177
$221K 0.03%
6,695
+64
178
$217K 0.03%
4,864
179
$180K 0.02%
15,292
+189
180
$168K 0.02%
11,054
+114