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
426
$81 ﹤0.01%
3
427
$81 ﹤0.01%
3
428
$80 ﹤0.01%
7
-1
429
$80 ﹤0.01%
18
430
$80 ﹤0.01%
10
431
$79 ﹤0.01%
6
432
$79 ﹤0.01%
13
+3
433
$78 ﹤0.01%
+5
434
$78 ﹤0.01%
5
-1
435
$78 ﹤0.01%
2
436
$76 ﹤0.01%
6
437
$75 ﹤0.01%
4
438
$75 ﹤0.01%
8
439
$74 ﹤0.01%
14
+1
440
$74 ﹤0.01%
7
441
$73 ﹤0.01%
3
442
$72 ﹤0.01%
6
+1
443
$72 ﹤0.01%
4
+1
444
$72 ﹤0.01%
12
+2
445
$71 ﹤0.01%
5
446
$71 ﹤0.01%
9
447
$70 ﹤0.01%
3
448
$70 ﹤0.01%
2
449
$70 ﹤0.01%
25
450
$70 ﹤0.01%
7
+1
16 17
18
19 20