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
$112M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$374K
2
+$219K
3
+$180K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$54.6K
5
BAC icon
Bank of America
BAC
+$15.7K

Top Sells

1
+$1.31M
2
+$185K
3
+$70.6K
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$60.1K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$46.4K

Sector Composition

1 Healthcare 4.39%
2 Financials 1.67%
3 Real Estate 0.5%
4 Consumer Staples 0.31%
5 Technology 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$374K 0.33%
+4,462
27
$367K 0.33%
4,159
28
$358K 0.32%
2,030
29
$344K 0.31%
2,485
+60
30
$288K 0.26%
3,482
31
$219K 0.19%
+16,160
32
$159K 0.14%
26,669
1
2