SLF

Sun Life Financial Portfolio holdings

AUM $1.83B
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.02M
3
+$1.01M
4
CCL icon
Carnival Corp
CCL
+$974K
5
MAC icon
Macerich
MAC
+$965K

Top Sells

1
+$29.3M
2
+$1.78M
3
+$968K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$762K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$736K

Sector Composition

1 Financials 5.03%
2 Real Estate 4.36%
3 Healthcare 4.1%
4 Industrials 3.03%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$123K 0.03%
3,438
-314
227
$123K 0.03%
2,328
+13
228
$116K 0.03%
8,303
+47
229
$111K 0.03%
400
+14
230
$107K 0.03%
720
+100
231
$107K 0.03%
3,075
+17
232
$107K 0.03%
2,241
+13
233
$103K 0.03%
359
+3
234
$102K 0.03%
10,361
+58
235
$102K 0.03%
530
236
$100K 0.03%
3,936
+22
237
$99K 0.03%
767
+9
238
$97K 0.03%
4,694
+26
239
$96K 0.02%
8,965
+50
240
$96K 0.02%
359
+7
241
$96K 0.02%
1,027
242
$93K 0.02%
1,592
+44
243
$92K 0.02%
1,212
+18
244
$92K 0.02%
+8,699
245
$91K 0.02%
1,983
+11
246
$91K 0.02%
3,980
+22
247
$90K 0.02%
3,260
+40
248
$90K 0.02%
1,620
+9
249
$89K 0.02%
5,352
+30
250
$88K 0.02%
20,160
+560
8 9
10
11 12