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
$136M
AUM Growth
+$6.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.82M
3
+$209K
4
BAC icon
Bank of America
BAC
+$31.1K
5
PEP icon
PepsiCo
PEP
+$8.69K

Top Sells

1
+$347K
2
+$279K
3
+$4.55K

Sector Composition

1 Financials 2.92%
2 Consumer Staples 0.75%
3 Healthcare 0.69%
4 Technology 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$762K 0.56%
14,403
27
$465K 0.34%
15,800
28
$388K 0.28%
4,462
29
$341K 0.25%
4,024
30
$286K 0.21%
1,121
31
$274K 0.2%
1,860
32
$209K 0.15%
+621
1
2