SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$150K
3
+$68.7K
4
MAR icon
Marriott International
MAR
+$46.6K
5
TFC icon
Truist Financial
TFC
+$43K

Top Sells

1
+$19.5M
2
+$2.68M
3
+$1.32M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.05M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$866K

Sector Composition

1 Financials 3.23%
2 Healthcare 2.58%
3 Real Estate 2.29%
4 Industrials 1.92%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15K ﹤0.01%
90
-34
252
$15K ﹤0.01%
187
-71
253
$15K ﹤0.01%
51
-19
254
$15K ﹤0.01%
98
-38
255
$15K ﹤0.01%
457
-182
256
$15K ﹤0.01%
149
-60
257
$15K ﹤0.01%
241
-96
258
$14K ﹤0.01%
127
-48
259
$14K ﹤0.01%
466
-185
260
$14K ﹤0.01%
+199
261
$14K ﹤0.01%
450
-188
262
$14K ﹤0.01%
194
-72
263
$14K ﹤0.01%
69
-28
264
$14K ﹤0.01%
96
-37
265
$14K ﹤0.01%
188
-74
266
$13K ﹤0.01%
77
-32
267
$13K ﹤0.01%
49
-19
268
$13K ﹤0.01%
750
-300
269
$13K ﹤0.01%
196
-76
270
$13K ﹤0.01%
437
-183
271
$13K ﹤0.01%
139
-56
272
$13K ﹤0.01%
678
-256
273
$13K ﹤0.01%
432
-167
274
$13K ﹤0.01%
276
-106
275
$13K ﹤0.01%
462
-178
9 10
11
12 13