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UA
Unison Advisors Portfolio holdings
AUM
$1.32B
1-Year Est. Return
20.39%
This Fund
S&P 500
1 Year Est. Return
+20.39%
AUM
$1.14B
AUM Growth
+$48.5M
(+4.4%)
Holding
208
Top Buys
| 1 | +$10.4M | |
| 2 | +$2.28M | |
| 3 | +$1.05M | |
| 4 |
Vanguard Value ETF
VTV
|
+$913K |
| 5 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$901K |
Top Sells
| 1 | +$1.94M | |
| 2 | +$1.63M | |
| 3 | +$1.09M | |
| 4 |
Ingles Markets
IMKTA
|
+$1.06M |
| 5 |
HSII
Heidrick & Struggles
HSII
|
+$1.01M |
Sector Composition
| 1 | Financials | 6.91% |
| 2 | Consumer Discretionary | 3.09% |
| 3 | Technology | 2.79% |
| 4 | Materials | 2.43% |
| 5 | Energy | 2.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Vishay Intertechnology
VSH
$8.21B
| – | – |
-28,809
|
|
||
|
ZEUS
202
DELISTED
Olympic Steel
ZEUS
| – | – |
-18,973
|
|
||
|
CMDB
203
Costamare Bulkers Holdings
CMDB
$403M
| – | – |
-17,175
|
|
||
|
PSKY
204
Paramount Skydance Corp
PSKY
$11.2B
| – | – |
-16,215
|
|
||
205
Alpha Metallurgical Resources
AMR
$2.46B
| – | – |
-3,526
|
|
||
206
AdvanSix
ASIX
$560M
| – | – |
-30,302
|
|
||
207
BorgWarner
BWA
$14.5B
| – | – |
-15,112
|
|
||
208
Cal-Maine
CALM
$3.71B
| – | – |
-10,283
|
|