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
501
$43 ﹤0.01%
6
+1
502
$43 ﹤0.01%
4
503
$43 ﹤0.01%
39
+6
504
$43 ﹤0.01%
7
+1
505
$43 ﹤0.01%
5
+1
506
$42 ﹤0.01%
7
+1
507
$41 ﹤0.01%
16
+2
508
$41 ﹤0.01%
16
+1
509
$40 ﹤0.01%
7
510
$39 ﹤0.01%
6
-1
511
$39 ﹤0.01%
10
+1
512
$38 ﹤0.01%
5
513
$35 ﹤0.01%
1
-1
514
$35 ﹤0.01%
8
515
$35 ﹤0.01%
5
516
$34 ﹤0.01%
8
+1
517
$34 ﹤0.01%
7
-1
518
$32 ﹤0.01%
9
+1
519
$31 ﹤0.01%
5
520
$31 ﹤0.01%
10
+1
521
$30 ﹤0.01%
3
522
$30 ﹤0.01%
5
+1
523
$30 ﹤0.01%
2
-1
524
$29 ﹤0.01%
7
525
$29 ﹤0.01%
2
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