We are live on
!
Find out more
SA
Sunesis Advisors Portfolio holdings
AUM
$221M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$221M
AUM Growth
+$440K
(+0.2%)
Holding
60
Top Buys
| 1 | +$3.68M | |
| 2 | +$2.23M | |
| 3 | +$523K | |
| 4 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$507K |
| 5 |
Costco
COST
|
+$398K |
Top Sells
| 1 | +$715K | |
| 2 | +$677K | |
| 3 | +$638K | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$633K |
| 5 |
Dimensional International Value ETF
DFIV
|
+$336K |
Sector Composition
| 1 | Financials | 13.6% |
| 2 | Technology | 1.62% |
| 3 | Industrials | 0.82% |
| 4 | Healthcare | 0.33% |
| 5 | Energy | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares MSCI Japan ETF
EWJ
$22.1B
| $250K | 0.11% |
2,964
|
|
||
52
General Dynamics
GD
$97.2B
| $250K | 0.11% |
729
|
|
||
53
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
| $230K | 0.1% |
4,400
|
|
||
54
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
| $225K | 0.1% |
3,219
|
|
||
55
IBM
IBM
$255B
| $223K | 0.1% |
919
-7
|
|
||
56
Johnson & Johnson
JNJ
$566B
| $217K | 0.1% |
+888
|
|
||
57
Boeing
BA
$179B
| $212K | 0.1% |
1,067
|
|
||
58
Home Depot
HD
$336B
| $203K | 0.09% |
+616
|
|
||
|
FSOL
59
Fidelity Solana Fund
FSOL
$95.5M
| $202K | 0.09% |
20,713
+6,501
|
|
||
60
Vanguard Growth ETF
VUG
$225B
| – | – |
-2,706
|
|