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
$551M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.39M
3
+$1.3M
4
PFG icon
Principal Financial Group
PFG
+$1.25M
5
CCI icon
Crown Castle
CCI
+$1.21M

Top Sells

1
+$85.2M
2
+$48M
3
+$39.2M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.78M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.89M

Sector Composition

1 Financials 4.2%
2 Healthcare 4.12%
3 Industrials 3.58%
4 Consumer Staples 3.31%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$212K 0.04%
4,931
+18
227
$210K 0.04%
8,919
+1,958
228
$210K 0.04%
11,007
+69
229
$210K 0.04%
11,500
230
$210K 0.04%
3,699
-40
231
$209K 0.04%
7,717
+48
232
$209K 0.04%
6,263
+5,858
233
$202K 0.04%
1,587
+18
234
$202K 0.04%
5,270
+856
235
$202K 0.04%
20,191
+126
236
$201K 0.04%
12,994
+969
237
$201K 0.04%
3,549
+22
238
$199K 0.04%
6,525
+41
239
$195K 0.04%
552
-1,520
240
$193K 0.04%
3,444
+42
241
$187K 0.03%
+4,348
242
$184K 0.03%
1,906
+26
243
$184K 0.03%
8,837
+55
244
$182K 0.03%
899
+12
245
$181K 0.03%
+7,871
246
$179K 0.03%
4,869
+30
247
$179K 0.03%
936
+15
248
$179K 0.03%
1,352
+3
249
$176K 0.03%
1,213
+16
250
$176K 0.03%
8,196
+51
8 9
10
11 12