Sun Financial Inc - Portfolio overview

Sun Financial Inc has 159 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. FTHI - FIRST TR EXCHANGE TRADED FD, 4.84%
2. SCHV - SCHWAB STRATEGIC TR, 3.77%
3. BUFR - FIRST TR EXCHNG TRADED FD VI, 3.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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