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
326
$138 ﹤0.01%
7
+1
327
$137 ﹤0.01%
10
328
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5
+1
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11
330
$135 ﹤0.01%
36
+2
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30
+4
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$135 ﹤0.01%
7
333
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8
334
$133 ﹤0.01%
182
-11
335
$132 ﹤0.01%
26
+1
336
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9
-1
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$131 ﹤0.01%
7
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15
339
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$127 ﹤0.01%
10
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$127 ﹤0.01%
11
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$125 ﹤0.01%
4
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$124 ﹤0.01%
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8
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$124 ﹤0.01%
6
+1
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$124 ﹤0.01%
8
+1
347
$123 ﹤0.01%
+8
348
$123 ﹤0.01%
5
349
$122 ﹤0.01%
8
350
$121 ﹤0.01%
15
12 13
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15 16