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
26
$50K 0.12%
+1,348
27
$45.7K 0.11%
+2,121
28
$33.2K 0.08%
+7,334
29
$30.1K 0.08%
+6,974
30
$30K 0.07%
+874
31
$28.9K 0.07%
79
-8
32
$23.4K 0.06%
273
+24
33
$19.4K 0.05%
556
+44
34
$18.6K 0.05%
208
+40
35
$18K 0.04%
923
+112
36
$17.7K 0.04%
+2,508
37
$17.5K 0.04%
+5,467
38
$11.5K 0.03%
+236
39
$10.3K 0.03%
187
-124
40
$10.1K 0.03%
63
+32
41
$9.9K 0.02%
254
+249
42
$9.65K 0.02%
348
+72
43
$9.24K 0.02%
508
+17
44
$9.13K 0.02%
326
+118
45
$9.11K 0.02%
201
+195
46
$9.09K 0.02%
251
+22
47
$8.84K 0.02%
281
+88
48
$8.53K 0.02%
288
+44
49
$8.2K 0.02%
+2,060
50
$8.17K 0.02%
166
-28
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