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
$374M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$150K
3
+$68.7K
4
MAR icon
Marriott International
MAR
+$46.6K
5
TFC icon
Truist Financial
TFC
+$43K

Top Sells

1
+$19.5M
2
+$2.68M
3
+$1.32M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.05M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$866K

Sector Composition

1 Financials 3.23%
2 Healthcare 2.58%
3 Real Estate 2.29%
4 Industrials 1.92%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13K ﹤0.01%
517
-200
277
$13K ﹤0.01%
213
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$13K ﹤0.01%
87
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$13K ﹤0.01%
51
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50
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$13K ﹤0.01%
79
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$13K ﹤0.01%
127
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320
+49
284
$13K ﹤0.01%
361
-141
285
$13K ﹤0.01%
84
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286
$12K ﹤0.01%
85
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$12K ﹤0.01%
199
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288
$12K ﹤0.01%
85
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289
$12K ﹤0.01%
769
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290
$12K ﹤0.01%
362
-146
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$12K ﹤0.01%
144
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292
$12K ﹤0.01%
1,034
-8
293
$12K ﹤0.01%
88
-34
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$12K ﹤0.01%
101
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295
$12K ﹤0.01%
61
-24
296
$12K ﹤0.01%
99
-37
297
$11K ﹤0.01%
165
-65
298
$11K ﹤0.01%
264
-103
299
$11K ﹤0.01%
74
-29
300
$11K ﹤0.01%
476
-180
10 11
12
13 14