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
376
$100 ﹤0.01%
+16
377
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+2
378
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+4
379
$99 ﹤0.01%
10
+1
380
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9
-1
381
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9
+2
382
$97 ﹤0.01%
12
+1
383
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5
384
$96 ﹤0.01%
5
385
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7
386
$96 ﹤0.01%
6
387
$96 ﹤0.01%
5
388
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8
+1
389
$95 ﹤0.01%
7
+1
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$95 ﹤0.01%
6
391
$95 ﹤0.01%
+13
392
$95 ﹤0.01%
4
-1
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+1
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$94 ﹤0.01%
14
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15
396
$93 ﹤0.01%
6
397
$93 ﹤0.01%
14
+4
398
$93 ﹤0.01%
11
399
$93 ﹤0.01%
11
-1
400
$92 ﹤0.01%
17
+1
14 15
16
17 18