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
$11.2M
AUM Growth
-$965M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$838K
2
+$698K
3
+$449K
4
PSA icon
Public Storage
PSA
+$253K
5
KMB icon
Kimberly-Clark
KMB
+$60K

Top Sells

1
+$271M
2
+$74.1M
3
+$71.2M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$53.5M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$41.3M

Sector Composition

1 Utilities 4.51%
2 Real Estate 3.64%
3 Financials 3.57%
4 Consumer Discretionary 3.06%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.18K 0.01%
110
-461
302
$1.17K 0.01%
84
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303
$1.16K 0.01%
75
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304
$1.16K 0.01%
258
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305
$1.16K 0.01%
129
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306
$1.16K 0.01%
189
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307
$1.16K 0.01%
221
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308
$1.13K 0.01%
382
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309
$1.13K 0.01%
271
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310
$1.12K 0.01%
53
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311
$1.12K 0.01%
97
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312
$1.12K 0.01%
120
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313
$1.11K 0.01%
56
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314
$1.11K 0.01%
192
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315
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29
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$1.08K 0.01%
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$1.07K 0.01%
40
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53
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321
$1.04K 0.01%
39
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$1.03K 0.01%
15
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$1.03K 0.01%
68
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324
$1.02K 0.01%
153
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325
$1.01K 0.01%
48
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11 12
13
14 15