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
$139M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$1.17M
3 +$1.13M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$936K
5
AAPL icon
Apple
AAPL
+$786K

Top Sells

1 +$12.1M
2 +$8.12M
3 +$5.02M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.23M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.84M

Sector Composition

1 Financials 2.24%
2 Technology 1.43%
3 Healthcare 1.07%
4 Consumer Staples 0.79%
5 Industrials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-9,416
77
-6,090
78
-17,288