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
$728M
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$98.5M
2
+$95.7M
3
+$20.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.5M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$11.2M

Top Sells

1
+$27.6M
2
+$9.52M
3
+$5.39M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.37M
5
KYE
Kayne Anderson Energy
KYE
+$3.28M

Sector Composition

1 Financials 2.04%
2 Healthcare 1.5%
3 Industrials 1.43%
4 Communication Services 1.27%
5 Consumer Staples 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28K ﹤0.01%
+259
102
$7K ﹤0.01%
315
-102
103
$3K ﹤0.01%
+100
104
– –
-93,960
105
– –
-360,000
106
$0 ﹤0.01%
+33
107
– –
-1,040,000
1 2 3 4
5