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
$40.2M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$363K
2
+$107K
3
+$103K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$99.6K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$70.3K

Top Sells

1
+$20.4K
2
+$14K
3
+$12K
4
LUMN icon
Lumen
LUMN
+$10K
5
DOC icon
Healthpeak Properties
DOC
+$7.56K

Sector Composition

1 Technology 0.19%
2 Utilities 0.18%
3 Consumer Discretionary 0.15%
4 Financials 0.12%
5 Real Estate 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$206 ﹤0.01%
6
252
$206 ﹤0.01%
3
+1
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$205 ﹤0.01%
11
-2
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8
255
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10
256
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+1
257
$200 ﹤0.01%
46
-2
258
$198 ﹤0.01%
16
+1
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$198 ﹤0.01%
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-1
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+4
261
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15
262
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+1
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$189 ﹤0.01%
6
+1
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20
-420
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$187 ﹤0.01%
8
+1
266
$187 ﹤0.01%
9
+3
267
$183 ﹤0.01%
6
+1
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$181 ﹤0.01%
12
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14
+1
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$177 ﹤0.01%
14
+1
271
$177 ﹤0.01%
11
+1
272
$175 ﹤0.01%
9
+1
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$175 ﹤0.01%
6
+2
274
$174 ﹤0.01%
4
275
$173 ﹤0.01%
6
9 10
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12 13