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
$124M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$133K
2
+$27.3K
3
+$83
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$50

Top Sells

1
+$219K
2
+$151K
3
+$11.9K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11K

Sector Composition

1 Healthcare 4.45%
2 Financials 1.81%
3 Real Estate 0.54%
4 Consumer Staples 0.41%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$420K 0.34%
2,030
27
$390K 0.32%
4,462
28
$355K 0.29%
4,024
-135
29
$308K 0.25%
2,593
-1,843
30
$290K 0.23%
3,483
+1
31
$220K 0.18%
26,669
32
$211K 0.17%
16,160
1
2