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
$415M
AUM Growth
+$749K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Sells

1 +$1.45M
2 +$1.14M
3 +$1M
4
SC
SANTANDER CONSUMER USA HOLDINGS INC
SC
+$850K
5
MLKN icon
MillerKnoll
MLKN
+$657K

Sector Composition

1 Financials 13.44%
2 Healthcare 6.2%
3 Consumer Discretionary 5.27%
4 Industrials 4.71%
5 Technology 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-29,978
202
-20,228
203
-6,177
204
-23,623