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
$762M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$78.8M
2
+$33.7M
3
+$6.06M
4
CPT icon
Camden Property Trust
CPT
+$3.34M
5
UDR icon
UDR
UDR
+$2.11M

Top Sells

1
+$7.45M
2
+$6.96M
3
+$4.66M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.06M
5
BXP icon
Boston Properties
BXP
+$3.62M

Sector Composition

1 Real Estate 15.78%
2 Technology 1.21%
3 Healthcare 1.21%
4 Financials 1%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24K ﹤0.01%
302
+1
227
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850
+50
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91
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43
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165
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$22K ﹤0.01%
861
-42
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49
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-8
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$22K ﹤0.01%
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301
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240
$21K ﹤0.01%
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$21K ﹤0.01%
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$21K ﹤0.01%
362
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$21K ﹤0.01%
452
-3
246
$21K ﹤0.01%
76
-1
247
$21K ﹤0.01%
91
248
$21K ﹤0.01%
150
-1
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$21K ﹤0.01%
311
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250
$21K ﹤0.01%
146
-1
8 9
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11 12