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
$388M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.02M
3
+$1.01M
4
CCL icon
Carnival Corp
CCL
+$974K
5
MAC icon
Macerich
MAC
+$965K

Top Sells

1
+$29.3M
2
+$1.78M
3
+$968K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$762K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$736K

Sector Composition

1 Financials 5.03%
2 Real Estate 4.36%
3 Healthcare 4.1%
4 Industrials 3.03%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$87K 0.02%
983
-19
252
$84K 0.02%
4,948
+28
253
$83K 0.02%
+1,337
254
$80K 0.02%
362
+5
255
$79K 0.02%
203
+4
256
$78K 0.02%
694
-6
257
$78K 0.02%
5,257
-497
258
$76K 0.02%
591
+20
259
$76K 0.02%
993
+8
260
$76K 0.02%
3,901
-19,278
261
$76K 0.02%
702
-58
262
$74K 0.02%
215
+1
263
$71K 0.02%
36
264
$70K 0.02%
1,640
+298
265
$69K 0.02%
2,566
+14
266
$69K 0.02%
632
-14
267
$68K 0.02%
1,335
+14
268
$68K 0.02%
3,228
-272
269
$67K 0.02%
504
+243
270
$66K 0.02%
+5,732
271
$65K 0.02%
1,176
+8
272
$65K 0.02%
1,177
-31
273
$64K 0.02%
+3,642
274
$64K 0.02%
1,435
+37
275
$63K 0.02%
7,412
+42
9 10
11
12 13