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
301
$156 ﹤0.01%
14
+2
302
$156 ﹤0.01%
9
303
$155 ﹤0.01%
4
+1
304
$155 ﹤0.01%
10
305
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11
306
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17
+4
307
$154 ﹤0.01%
29
+2
308
$153 ﹤0.01%
18
309
$151 ﹤0.01%
7
+1
310
$151 ﹤0.01%
18
-1
311
$150 ﹤0.01%
6
312
$149 ﹤0.01%
7
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5
314
$146 ﹤0.01%
7
+1
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$146 ﹤0.01%
6
+1
316
$146 ﹤0.01%
7
317
$145 ﹤0.01%
7
-2
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$145 ﹤0.01%
5
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$144 ﹤0.01%
9
+1
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$144 ﹤0.01%
5
321
$142 ﹤0.01%
23
+2
322
$141 ﹤0.01%
18
+1
323
$140 ﹤0.01%
18
+3
324
$139 ﹤0.01%
20
+2
325
$139 ﹤0.01%
15
+2
11 12
13
14 15