SA

Sunesis Advisors Portfolio holdings

AUM $221M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
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
+$1.68M
2
+$1.07M
3
+$981K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$898K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$897K

Top Sells

1
+$1.28M
2
+$1.26M
3
+$1.03M
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
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