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
276
$173 ﹤0.01%
10
-182
277
$173 ﹤0.01%
10
-1
278
$173 ﹤0.01%
30
279
$172 ﹤0.01%
10
+1
280
$171 ﹤0.01%
14
+2
281
$171 ﹤0.01%
5
282
$170 ﹤0.01%
16
+2
283
$170 ﹤0.01%
10
284
$169 ﹤0.01%
22
+1
285
$168 ﹤0.01%
22
+2
286
$167 ﹤0.01%
15
+2
287
$166 ﹤0.01%
48
+4
288
$166 ﹤0.01%
5
289
$166 ﹤0.01%
3
+1
290
$164 ﹤0.01%
5
-1
291
$163 ﹤0.01%
16
+2
292
$162 ﹤0.01%
6
+1
293
$160 ﹤0.01%
2,720
+220
294
$159 ﹤0.01%
17
+1
295
$159 ﹤0.01%
2,640
+180
296
$159 ﹤0.01%
9
+1
297
$158 ﹤0.01%
24
+2
298
$157 ﹤0.01%
2
-1
299
$157 ﹤0.01%
18
+1
300
$156 ﹤0.01%
32
+4
10 11
12
13 14