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
$164M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$4.27M
2 +$4.26M
3 +$2.65M
4
MBB icon
iShares MBS ETF
MBB
+$2.61M
5
AVB icon
AvalonBay Communities
AVB
+$2.5M

Sector Composition

1 Real Estate 5.77%
2 Financials 2.16%
3 Technology 1.71%
4 Healthcare 0.95%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-19,422
77
-14,694
78
-8,429