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
$474M
AUM Growth
-$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$964K
3
+$426K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$309K
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$293K

Top Sells

1
+$11.5M
2
+$6.26M
3
+$5.85M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.66M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.16M

Sector Composition

1 Financials 4.29%
2 Healthcare 4.18%
3 Industrials 3.39%
4 Real Estate 3.36%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$114K 0.02%
7,125
277
$114K 0.02%
1,332
+9
278
$114K 0.02%
6,941
+35
279
$111K 0.02%
1,393
+2
280
$109K 0.02%
381
+2
281
$109K 0.02%
1,846
+609
282
$109K 0.02%
1,098
+2
283
$108K 0.02%
672
+2
284
$108K 0.02%
855
+5
285
$108K 0.02%
4,491
-626
286
$106K 0.02%
2,119
+11
287
$104K 0.02%
1,737
+9
288
$103K 0.02%
701
-4
289
$103K 0.02%
+8,427
290
$102K 0.02%
3,204
+12
291
$102K 0.02%
1,741
+14
292
$101K 0.02%
2,705
+14
293
$101K 0.02%
1,171
-1
294
$100K 0.02%
1,321
-1
295
$98K 0.02%
2,106
+8
296
$97K 0.02%
1,610
+6
297
$97K 0.02%
1,085
298
$96K 0.02%
1,456
+9
299
$93K 0.02%
907
+2
300
$93K 0.02%
744
+1
10 11
12
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