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
$99.2M
AUM Growth
+$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$1.71M
2 +$233K
3 +$199K
4
BAC icon
Bank of America
BAC
+$85.2K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$54.4K

Top Sells

1 +$1.14M
2 +$783K
3 +$120K
4
VTV icon
Vanguard Value ETF
VTV
+$99K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$75.7K

Sector Composition

1 Healthcare 2.25%
2 Financials 2.02%
3 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$351K 0.35%
4,322
-153
27
$326K 0.33%
2,030
28
$290K 0.29%
8,666
29
$233K 0.23%
+1,900