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
1
$1.45M 3.61%
34,417
+751
2
$1.25M 3.12%
295,285
+13,019
3
$1.05M 2.6%
86,439
+63
4
$993K 2.47%
105,888
+10,948
5
$449K 1.12%
33,366
+2,202
6
$411K 1.02%
25,602
+125
7
$409K 1.02%
22,307
+991
8
$372K 0.92%
24,172
+643
9
$363K 0.9%
+17,353
10
$336K 0.84%
59,152
+4,344
11
$315K 0.78%
41,673
+3,457
12
$226K 0.56%
31,538
-2,854
13
$224K 0.56%
7,071
+506
14
$202K 0.5%
6,577
+485
15
$180K 0.45%
5,835
-179
16
$149K 0.37%
15,322
+774
17
$130K 0.32%
13,658
+694
18
$115K 0.29%
5,919
+56
19
$107K 0.27%
+3,077
20
$100K 0.25%
2,652
+149
21
$99.6K 0.25%
+15,505
22
$84.3K 0.21%
19,997
+1,035
23
$70.3K 0.17%
+5,458
24
$59.2K 0.15%
+1,520
25
$52.4K 0.13%
+6,362
1
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