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
251
$206 ﹤0.01%
6
252
$206 ﹤0.01%
3
+1
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$205 ﹤0.01%
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-2
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8
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10
256
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+1
257
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46
-2
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16
+1
259
$198 ﹤0.01%
12
-1
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16
+4
261
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15
262
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24
+1
263
$189 ﹤0.01%
6
+1
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20
-420
265
$187 ﹤0.01%
9
+3
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$187 ﹤0.01%
8
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$183 ﹤0.01%
6
+1
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12
269
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14
+1
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$177 ﹤0.01%
14
+1
271
$177 ﹤0.01%
11
+1
272
$175 ﹤0.01%
9
+1
273
$175 ﹤0.01%
6
+2
274
$174 ﹤0.01%
4
275
$173 ﹤0.01%
6
9 10
11
12 13