SA
Sunesis Advisors Portfolio holdings
AUM
$221M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$221M
AUM Growth
+$6.76M
(+3.2%)
Holding
55
Top Buys
| 1 | +$3.69M | |
| 2 | +$1.84M | |
| 3 | +$535K | |
| 4 |
FETH
Fidelity Ethereum Fund
FETH
|
+$262K |
| 5 |
FSOL
Fidelity Solana Fund
FSOL
|
+$219K |
Top Sells
| 1 | +$1.67M | |
| 2 | +$1.22M | |
| 3 | +$508K | |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$461K |
| 5 |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
|
+$347K |
Sector Composition
| 1 | Financials | 12.71% |
| 2 | Technology | 1.82% |
| 3 | Industrials | 0.64% |
| 4 | Healthcare | 0.27% |
| 5 | Communication Services | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core MSCI Emerging Markets ETF
IEMG
$137B
| $216K | 0.1% |
3,219
|
|
||
52
L3Harris
LHX
$68.8B
| $214K | 0.1% |
729
|
|
||
|
FSOL
53
Fidelity Solana Fund
FSOL
$33.5M
| $207K | 0.09% |
+14,212
|
|
||
|
54
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.9B
| – | – |
-4,840
|
|
||
|
55
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.76B
| – | – |
-6,638
|
|