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
$109M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$7.04K
2
+$2.38K
3
+$186
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$79

Top Sells

1
+$4.9M
2
+$237K
3
+$234K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$34.5K

Sector Composition

1 Healthcare 5.29%
2 Financials 1.67%
3 Real Estate 0.56%
4 Consumer Staples 0.3%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$367K 0.34%
4,159
27
$333K 0.31%
2,030
28
$321K 0.3%
2,425
29
$288K 0.27%
3,482
30
$236K 0.22%
26,669
31
– –
-18
1
2