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
526
$27 ﹤0.01%
6
-1
527
$26 ﹤0.01%
46
+8
528
$26 ﹤0.01%
20
529
$23 ﹤0.01%
5
530
$20 ﹤0.01%
135
+18
531
$19 ﹤0.01%
2
532
$15 ﹤0.01%
11
-1
533
$15 ﹤0.01%
350
+50
534
$14 ﹤0.01%
7
+1
535
– –
-1
536
– –
-5
537
– –
-183
538
– –
-1
539
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-8
540
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541
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-15
542
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543
– –
0
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