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
$453M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$2.18M
3
+$1.7M
4
WY icon
Weyerhaeuser
WY
+$1.61M
5
SLB icon
SLB Ltd
SLB
+$1.35M

Top Sells

1
+$47.7M
2
+$8.42M
3
+$7.92M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.58M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.95M

Sector Composition

1 Financials 4.55%
2 Real Estate 4.36%
3 Healthcare 3.69%
4 Industrials 3.38%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$152K 0.03%
21,137
+113
227
$149K 0.03%
2,986
-2,004
228
$149K 0.03%
1,359
-883
229
$148K 0.03%
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230
$148K 0.03%
14,815
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231
$148K 0.03%
5,908
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232
$144K 0.03%
3,441
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233
$141K 0.03%
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234
$139K 0.03%
1,590
+9
235
$138K 0.03%
6,280
-2,659
236
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77
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237
$133K 0.03%
980
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238
$132K 0.03%
4,920
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239
$132K 0.03%
2,773
-1,752
240
$132K 0.03%
7,125
241
$131K 0.03%
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242
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243
$131K 0.03%
1,893
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244
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-2,853
245
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2,877
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246
$129K 0.03%
1,932
-1,265
247
$126K 0.03%
4,515
+24
248
$125K 0.03%
418
-266
249
$123K 0.03%
2,464
-1,577
250
$123K 0.03%
2,562
-1,667
8 9
10
11 12