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
$1.16B
AUM Growth
+$396M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$99.1M
3
+$49.9M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$49.9M
5
XVV icon
iShares ESG Screened S&P 500 ETF
XVV
+$20.5M

Top Sells

1
+$9.84M
2
+$8.87M
3
+$6.96M
4
HST icon
Host Hotels & Resorts
HST
+$5.42M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.12M

Sector Composition

1 Real Estate 9.92%
2 Technology 2.18%
3 Consumer Discretionary 1.2%
4 Healthcare 0.86%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27K ﹤0.01%
441
-11
227
$25K ﹤0.01%
299
+4
228
$25K ﹤0.01%
300
-2
229
$25K ﹤0.01%
91
230
$25K ﹤0.01%
812
-6,383
231
$25K ﹤0.01%
136
-2
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$25K ﹤0.01%
51
233
$25K ﹤0.01%
121
-3
234
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62
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235
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210
-1
236
$24K ﹤0.01%
850
237
$24K ﹤0.01%
315
-124
238
$24K ﹤0.01%
169
+4
239
$24K ﹤0.01%
174
+2
240
$24K ﹤0.01%
336
-11
241
$24K ﹤0.01%
76
242
$24K ﹤0.01%
362
+20
243
$24K ﹤0.01%
300
-1
244
$23K ﹤0.01%
181
245
$23K ﹤0.01%
505
-4
246
$23K ﹤0.01%
43
247
$23K ﹤0.01%
168
+2
248
$23K ﹤0.01%
87
-1
249
$23K ﹤0.01%
738
-9,516
250
$23K ﹤0.01%
101
8 9
10
11 12