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
$156M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$502K
2
+$208K
3
+$203K
4
BND icon
Vanguard Total Bond Market
BND
+$167K
5
YELL
Yellow Corporation Common Stock
YELL
+$29K

Top Sells

1
+$49.7K
2
+$10.4K
3
+$10.3K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.72K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.9K

Sector Composition

1 Financials 2.03%
2 Healthcare 1.01%
3 Consumer Staples 0.69%
4 Industrials 0.33%
5 Technology 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.77%
17,004
-146
27
$1.08M 0.69%
5,986
28
$1M 0.64%
25,762
+4
29
$933K 0.6%
3,020
-25
30
$860K 0.55%
9,416
31
$839K 0.54%
18,436
32
$837K 0.54%
12,260
33
$812K 0.52%
11,305
+2,330
34
$745K 0.48%
8,804
35
$658K 0.42%
6,090
36
$647K 0.41%
14,403
37
$329K 0.21%
4,462
38
$250K 0.16%
1,006
39
$208K 0.13%
+14,220
40
$203K 0.13%
+1,067
41
$66.6K 0.04%
26,548
+11,548
1
2