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
201
$308 ﹤0.01%
14
202
$307 ﹤0.01%
54
-186
203
$299 ﹤0.01%
17
-5
204
$289 ﹤0.01%
7
-243
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$287 ﹤0.01%
9
-1
206
$285 ﹤0.01%
15
207
$283 ﹤0.01%
14
208
$281 ﹤0.01%
12
-1
209
$278 ﹤0.01%
21
+2
210
$275 ﹤0.01%
18
+2
211
$274 ﹤0.01%
9
-1
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$274 ﹤0.01%
12
+1
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$272 ﹤0.01%
12
-1
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$268 ﹤0.01%
35
+8
215
$268 ﹤0.01%
14
-1
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$267 ﹤0.01%
2
-1
217
$266 ﹤0.01%
18
+1
218
$266 ﹤0.01%
14
219
$265 ﹤0.01%
15
+1
220
$264 ﹤0.01%
8
+1
221
$263 ﹤0.01%
14
+2
222
$262 ﹤0.01%
32
+1
223
$260 ﹤0.01%
12
224
$259 ﹤0.01%
22
-1
225
$256 ﹤0.01%
6
7 8
9
10 11