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
$453M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$2.18M
3
+$1.7M
4
WY icon
Weyerhaeuser
WY
+$1.61M
5
SLB icon
SLB Ltd
SLB
+$1.35M

Top Sells

1
+$47.7M
2
+$8.42M
3
+$7.92M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.58M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.95M

Sector Composition

1 Financials 4.55%
2 Real Estate 4.36%
3 Healthcare 3.69%
4 Industrials 3.38%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$121K 0.03%
6,590
-519
252
$120K 0.03%
3,906
+21
253
$120K 0.03%
2,231
-1,322
254
$118K 0.03%
2,074
-1,272
255
$117K 0.03%
+3,575
256
$115K 0.03%
440
-273
257
$114K 0.03%
4,263
-668
258
$113K 0.03%
1,193
-747
259
$112K 0.02%
2,102
-1,367
260
$112K 0.02%
936
-162
261
$111K 0.02%
585
-354
262
$111K 0.02%
4,456
+24
263
$104K 0.02%
645
-402
264
$104K 0.02%
530
265
$103K 0.02%
296
-198
266
$103K 0.02%
8,256
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267
$102K 0.02%
813
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268
$101K 0.02%
4,668
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269
$100K 0.02%
610
-359
270
$100K 0.02%
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271
$99K 0.02%
3,957
-2,796
272
$98K 0.02%
+626
273
$95K 0.02%
772
-514
274
$95K 0.02%
2,541
+14
275
$94K 0.02%
985
-607
9 10
11
12 13