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
$11.2M
AUM Growth
-$965M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$838K
2
+$698K
3
+$449K
4
PSA icon
Public Storage
PSA
+$253K
5
KMB icon
Kimberly-Clark
KMB
+$60K

Top Sells

1
+$271M
2
+$74.1M
3
+$71.2M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$53.5M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$41.3M

Sector Composition

1 Utilities 4.51%
2 Real Estate 3.64%
3 Financials 3.57%
4 Consumer Discretionary 3.06%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.87K 0.02%
107
-731
227
$1.85K 0.02%
122
-775
228
$1.83K 0.02%
68
-825
229
$1.82K 0.02%
153
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230
$1.8K 0.02%
144
-1,661
231
$1.76K 0.02%
40
-812
232
$1.75K 0.02%
28
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233
$1.75K 0.02%
136
-708
234
$1.74K 0.02%
245
-1,013
235
$1.68K 0.02%
103
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236
$1.65K 0.01%
30
-769
237
$1.62K 0.01%
84
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238
$1.62K 0.01%
43
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239
$1.62K 0.01%
116
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240
$1.61K 0.01%
50
-719
241
$1.61K 0.01%
159
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242
$1.6K 0.01%
39
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243
$1.58K 0.01%
81
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244
$1.57K 0.01%
38
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245
$1.56K 0.01%
68
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246
$1.56K 0.01%
21
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247
$1.55K 0.01%
251
-14,113
248
$1.53K 0.01%
37
-700
249
$1.51K 0.01%
129
-610
250
$1.51K 0.01%
146
-584
8 9
10
11 12