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
$398M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$832K
3
+$762K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$396K
5
INGR icon
Ingredion
INGR
+$387K

Top Sells

1
+$13.2M
2
+$2.63M
3
+$1.27M
4
T icon
AT&T
T
+$1.26M
5
KIM icon
Kimco Realty
KIM
+$1.16M

Sector Composition

1 Financials 3.85%
2 Healthcare 3.26%
3 Industrials 3.01%
4 Technology 2.81%
5 Real Estate 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$122K 0.03%
10,461
227
$121K 0.03%
2,228
228
$120K 0.03%
2,401
229
$119K 0.03%
8,256
230
$117K 0.03%
+1,128
231
$117K 0.03%
3,441
232
$116K 0.03%
4,456
233
$114K 0.03%
386
-444
234
$113K 0.03%
4,668
235
$106K 0.03%
530
236
$103K 0.03%
2,541
237
$99K 0.02%
584
-646
238
$97K 0.02%
3,058
239
$94K 0.02%
760
-176
240
$94K 0.02%
+5,322
241
$94K 0.02%
356
-394
242
$94K 0.02%
620
-689
243
$94K 0.02%
1,611
244
$93K 0.02%
3,220
-3,540
245
$90K 0.02%
3,914
246
$89K 0.02%
1,284
247
$88K 0.02%
1,972
248
$87K 0.02%
1,194
-1,320
249
$87K 0.02%
8,915
250
$87K 0.02%
758
-848
8 9
10
11 12