SA
Sunesis Advisors Portfolio holdings
AUM
$184M
This Quarter Return
-4.05%
1 Year Return
+7.82%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
73.3%
Holding
70
New
70
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$58.8M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$14.9M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.24M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$5.86M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$4.49M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 2.19% |
| 2 | Technology | 1.57% |
| 3 | Real Estate | 1.38% |
| 4 | Healthcare | 0.87% |
| 5 | Consumer Staples | 0.73% |
