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
$131M
AUM Growth
+$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$61.2M
2
+$751K
3
+$433K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$25K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$20.9K

Top Sells

1
+$1.7M
2
+$40.2K
3
+$25K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$10K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.5K

Sector Composition

1 Financials 2.76%
2 Healthcare 2.7%
3 Consumer Staples 0.7%
4 Real Estate 0.6%
5 Technology 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$346K 0.26%
4,024
27
$316K 0.24%
15,800
-360
28
$313K 0.24%
3,782
+252
29
$303K 0.23%
26,669
30
$266K 0.2%
1,121
31
$256K 0.2%
1,860
-182
32
– –
-52,214
1
2