SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.2M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.03M
3
+$1.7M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$809K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$762K

Top Sells

1
+$103K
2
+$31.7K
3
+$31.4K
4
PCAR icon
PACCAR
PCAR
+$18.9K
5
HBANP
Huntington Bancshars Inc. Pfd Ser A
HBANP
+$15.2K

Sector Composition

1 Utilities 0.18%
2 Consumer Discretionary 0.15%
3 Industrials 0.13%
4 Financials 0.12%
5 Real Estate 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$254 ﹤0.01%
5
227
$253 ﹤0.01%
128
+8
228
$252 ﹤0.01%
8
-240
229
$243 ﹤0.01%
25
230
$242 ﹤0.01%
16
-1
231
$240 ﹤0.01%
8
+3
232
$238 ﹤0.01%
19
-1
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$236 ﹤0.01%
40
+3
234
$236 ﹤0.01%
27
+2
235
$234 ﹤0.01%
8
-1
236
$232 ﹤0.01%
340
+60
237
$232 ﹤0.01%
25
+1
238
$230 ﹤0.01%
28
+4
239
$229 ﹤0.01%
14
-1
240
$226 ﹤0.01%
13
+1
241
$223 ﹤0.01%
9
242
$219 ﹤0.01%
16
+1
243
$217 ﹤0.01%
32
+2
244
$217 ﹤0.01%
20
245
$213 ﹤0.01%
3,780
+620
246
$213 ﹤0.01%
5
247
$213 ﹤0.01%
14
248
$212 ﹤0.01%
33
+3
249
$209 ﹤0.01%
14
-1
250
$207 ﹤0.01%
4
8 9
10
11 12