SLF

Sun Life Financial Portfolio holdings

AUM $1.83B
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.02M
3
+$1.01M
4
CCL icon
Carnival Corp
CCL
+$974K
5
MAC icon
Macerich
MAC
+$965K

Top Sells

1
+$29.3M
2
+$1.78M
3
+$968K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$762K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$736K

Sector Composition

1 Financials 5.03%
2 Real Estate 4.36%
3 Healthcare 4.1%
4 Industrials 3.03%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$62K 0.02%
292
+3
277
$61K 0.02%
2,806
+16
278
$58K 0.01%
463
-2
279
$57K 0.01%
213
+3
280
$57K 0.01%
578
+8
281
$55K 0.01%
134
-6
282
$55K 0.01%
+603
283
$55K 0.01%
988
-10
284
$55K 0.01%
370
285
$52K 0.01%
908
-11
286
$51K 0.01%
367
+2
287
$50K 0.01%
279
288
$49K 0.01%
471
+155
289
$49K 0.01%
594
+3
290
$49K 0.01%
130
-7
291
$49K 0.01%
201
+1
292
$49K 0.01%
392
+6
293
$49K 0.01%
2,514
-3,394
294
$47K 0.01%
340
+3
295
$47K 0.01%
310
+1
296
$47K 0.01%
685
+4
297
$46K 0.01%
9,064
+52
298
$46K 0.01%
1,141
+19
299
$45K 0.01%
1,959
+84
300
$45K 0.01%
632
+241
10 11
12
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