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
$398M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$823K
3
+$746K
4
INGR icon
Ingredion
INGR
+$404K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$392K

Top Sells

1
+$13.2M
2
+$2.58M
3
+$1.22M
4
T icon
AT&T
T
+$1.19M
5
PM icon
Philip Morris
PM
+$1.17M

Sector Composition

1 Financials 3.85%
2 Healthcare 3.26%
3 Industrials 3.01%
4 Technology 2.81%
5 Real Estate 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$61K 0.02%
+681
277
$61K 0.02%
7,370
278
$60K 0.02%
1,321
-1,452
279
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1,049
-1,182
280
$56K 0.01%
289
-321
281
$56K 0.01%
919
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282
$55K 0.01%
140
-156
283
$55K 0.01%
210
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284
$55K 0.01%
370
285
$54K 0.01%
681
286
$53K 0.01%
998
-1,104
287
$53K 0.01%
570
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288
$50K 0.01%
365
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289
$49K 0.01%
309
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290
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279
-306
291
$48K 0.01%
1,122
-1,241
292
$48K 0.01%
1,875
-2,082
293
$48K 0.01%
591
294
$47K 0.01%
724
295
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98
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296
$46K 0.01%
1,041
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297
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200
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298
$46K 0.01%
2,896
-3,384
299
$45K 0.01%
120
300
$44K 0.01%
337
-371
10 11
12
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