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
$11.2M
AUM Growth
-$965M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$838K
2
+$698K
3
+$449K
4
PSA icon
Public Storage
PSA
+$253K
5
KMB icon
Kimberly-Clark
KMB
+$60K

Top Sells

1
+$271M
2
+$74.1M
3
+$71.2M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$53.5M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$41.3M

Sector Composition

1 Utilities 4.51%
2 Real Estate 3.64%
3 Financials 3.57%
4 Consumer Discretionary 3.06%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.31K 0.01%
288
-2,228
277
$1.3K 0.01%
151
-573
278
$1.3K 0.01%
68
-554
279
$1.3K 0.01%
176
-451
280
$1.29K 0.01%
48
-571
281
$1.29K 0.01%
58
-560
282
$1.28K 0.01%
124
-498
283
$1.26K 0.01%
278
-330
284
$1.26K 0.01%
47
-559
285
$1.25K 0.01%
75
-387
286
$1.24K 0.01%
171
-429
287
$1.23K 0.01%
42
-548
288
$1.23K 0.01%
61
-543
289
$1.23K 0.01%
75
-512
290
$1.22K 0.01%
75
-517
291
$1.22K 0.01%
62
-530
292
$1.22K 0.01%
43
-542
293
$1.22K 0.01%
67
-528
294
$1.21K 0.01%
220
-775
295
$1.21K 0.01%
36
-556
296
$1.2K 0.01%
16
-561
297
$1.19K 0.01%
65
-607
298
$1.19K 0.01%
70
-507
299
$1.19K 0.01%
23
-478
300
$1.18K 0.01%
162
-407
10 11
12
13 14