SA
Sunesis Advisors Portfolio holdings
AUM
$184M
This Quarter Return
+7.19%
1 Year Return
+7.82%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
+$156M
(+7.6%)
Cap. Flow
+$1.02M
Cap. Flow
% of AUM
0.65%
Top 10 Holdings %
Top 10 Hldgs %
77.86%
Holding
41
New
2
Increased
4
Reduced
7
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$502K |
| 2 |
NVIDIA
NVDA
|
$208K |
| 3 |
Boeing
BA
|
$203K |
| 4 |
Vanguard Total Bond Market
BND
|
$167K |
| 5 |
YELL
Yellow Corporation Common Stock
YELL
|
$29K |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$49.7K |
| 2 |
Bank of America
BAC
|
$10.4K |
| 3 |
Vanguard Russell 2000 ETF
VTWO
|
$10.3K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$7.72K |
| 5 |
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% |
