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
$901M
AUM Growth
+$595K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$615K
2 +$603K
3 +$582K
4
AMR icon
Alpha Metallurgical Resources
AMR
+$579K
5
PFBC icon
Preferred Bank
PFBC
+$543K

Sector Composition

1 Financials 6.03%
2 Consumer Discretionary 3.03%
3 Healthcare 2.93%
4 Technology 2.53%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-10,983
202
-6,522
203
-14,848
204
-51,464
205
-16,970
206
-18,458