SA

Sunesis Advisors Portfolio holdings

AUM $184M
1-Year Est. Return 7.82%
This Quarter Est. Return
1 Year Est. Return
+7.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.1M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$3.62M
3 +$3.37M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.26M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.83M

Sector Composition

1 Healthcare 3.76%
2 Financials 2.49%
3 Technology 0.43%
4 Consumer Discretionary 0.29%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$223K 0.23%
+31,680
27
$204K 0.21%
+754
28
$200K 0.2%
+2,000
29
0