SA

Sunesis Advisors Portfolio holdings

AUM $221M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
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
+$6.45K
2
+$2.36K
3
+$183
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$74

Top Sells

1
+$4.9M
2
+$232K
3
+$223K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$32.8K

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
– –
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1
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