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
$129M
AUM Growth
-$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$1.3M
3 +$123K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$33.5K
5
BAC icon
Bank of America
BAC
+$10.6K

Top Sells

1 +$1.5M
2 +$788K
3 +$303K
4
PEP icon
PepsiCo
PEP
+$52.6K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$48.3K

Sector Composition

1 Financials 2.83%
2 Healthcare 2.53%
3 Consumer Staples 0.68%
4 Technology 0.25%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$344K 0.27%
4,024
27
$327K 0.25%
15,800
28
$265K 0.2%
1,121
29
$252K 0.19%
1,860
30
-26,669
31
-61,815