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
$398M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$832K
3
+$762K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$396K
5
INGR icon
Ingredion
INGR
+$387K

Top Sells

1
+$13.2M
2
+$2.63M
3
+$1.27M
4
T icon
AT&T
T
+$1.26M
5
KIM icon
Kimco Realty
KIM
+$1.16M

Sector Composition

1 Financials 3.85%
2 Healthcare 3.26%
3 Industrials 3.01%
4 Technology 2.81%
5 Real Estate 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$86K 0.02%
+2,552
252
$86K 0.02%
1,027
-1,122
253
$84K 0.02%
1,002
-1,117
254
$81K 0.02%
10,303
255
$81K 0.02%
3,958
256
$80K 0.02%
19,600
-21,640
257
$79K 0.02%
1,548
-1,716
258
$78K 0.02%
700
-773
259
$78K 0.02%
3,500
-763
260
$76K 0.02%
5,754
-836
261
$75K 0.02%
985
-1,089
262
$73K 0.02%
357
-394
263
$73K 0.02%
1,398
-1,588
264
$72K 0.02%
571
-637
265
$72K 0.02%
199
-219
266
$72K 0.02%
+1,342
267
$70K 0.02%
4,920
268
$69K 0.02%
1,191
269
$67K 0.02%
36
-41
270
$66K 0.02%
2,790
271
$65K 0.02%
646
-713
272
$64K 0.02%
+5,343
273
$63K 0.02%
465
-515
274
$63K 0.02%
1,168
-1,296
275
$63K 0.02%
1,208
-1,354
9 10
11
12 13