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
$443M
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Sector Composition

1 Financials 11.65%
2 Industrials 7.56%
3 Consumer Discretionary 6.13%
4 Technology 3.39%
5 Communication Services 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-16,910
202
-14,779
203
-11,067
204
-3,427