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
$93.3M
AUM Growth
-$5.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$281K
2 +$129K
3 +$14.5K
4
PEP icon
PepsiCo
PEP
+$13.1K

Sector Composition

1 Healthcare 2.33%
2 Financials 2.11%
3 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$339K 0.36%
2,030
27
$297K 0.32%
8,666
28
$262K 0.28%
2,000
+100
29
-21,647