SLF

Sun Life Financial Portfolio holdings

AUM $1.96B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
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
+$363K
2
+$107K
3
+$103K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$99.6K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$70.3K

Top Sells

1
+$20.4K
2
+$14K
3
+$12K
4
LUMN icon
Lumen
LUMN
+$10K
5
DOC icon
Healthpeak Properties
DOC
+$7.56K

Sector Composition

1 Technology 0.19%
2 Utilities 0.18%
3 Consumer Discretionary 0.15%
4 Financials 0.12%
5 Real Estate 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$254 ﹤0.01%
5
227
$253 ﹤0.01%
128
+8
228
$252 ﹤0.01%
8
-240
229
$243 ﹤0.01%
25
230
$242 ﹤0.01%
16
-1
231
$240 ﹤0.01%
8
+3
232
$238 ﹤0.01%
19
-1
233
$236 ﹤0.01%
40
+3
234
$236 ﹤0.01%
27
+2
235
$234 ﹤0.01%
8
-1
236
$232 ﹤0.01%
340
+60
237
$232 ﹤0.01%
25
+1
238
$230 ﹤0.01%
28
+4
239
$229 ﹤0.01%
14
-1
240
$226 ﹤0.01%
13
+1
241
$223 ﹤0.01%
9
242
$219 ﹤0.01%
16
+1
243
$217 ﹤0.01%
32
+2
244
$217 ﹤0.01%
20
245
$213 ﹤0.01%
3,780
+620
246
$213 ﹤0.01%
5
247
$213 ﹤0.01%
14
248
$212 ﹤0.01%
33
+3
249
$209 ﹤0.01%
14
-1
250
$207 ﹤0.01%
4
8 9
10
11 12