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
$40.2M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$363K
2
+$107K
3
+$103K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$99.6K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$70.3K

Top Sells

1
+$20.4K
2
+$14K
3
+$12K
4
LUMN icon
Lumen
LUMN
+$10K
5
DOC icon
Healthpeak Properties
DOC
+$7.56K

Sector Composition

1 Technology 0.19%
2 Utilities 0.18%
3 Consumer Discretionary 0.15%
4 Financials 0.12%
5 Real Estate 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$156 ﹤0.01%
14
+2
302
$156 ﹤0.01%
9
303
$155 ﹤0.01%
4
+1
304
$155 ﹤0.01%
10
305
$155 ﹤0.01%
11
306
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17
+4
307
$154 ﹤0.01%
29
+2
308
$153 ﹤0.01%
18
309
$151 ﹤0.01%
7
+1
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$151 ﹤0.01%
18
-1
311
$150 ﹤0.01%
6
312
$149 ﹤0.01%
7
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5
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$146 ﹤0.01%
7
+1
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$146 ﹤0.01%
6
+1
316
$146 ﹤0.01%
7
317
$145 ﹤0.01%
7
-2
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$145 ﹤0.01%
5
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$144 ﹤0.01%
9
+1
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$144 ﹤0.01%
5
321
$142 ﹤0.01%
23
+2
322
$141 ﹤0.01%
18
+1
323
$140 ﹤0.01%
18
+3
324
$139 ﹤0.01%
20
+2
325
$139 ﹤0.01%
15
+2
11 12
13
14 15