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
$171M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.07M
3
+$1.03M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$924K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$898K

Top Sells

1
+$1.37M
2
+$1.3M
3
+$1.05M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$996K
5
AMZN icon
Amazon
AMZN
+$638K

Sector Composition

1 Real Estate 6.16%
2 Financials 2.3%
3 Technology 1.21%
4 Healthcare 1.01%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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