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

Top Buys

1
+$2.67M
2
+$832K
3
+$762K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$396K
5
INGR icon
Ingredion
INGR
+$387K

Top Sells

1
+$13.2M
2
+$2.63M
3
+$1.27M
4
T icon
AT&T
T
+$1.26M
5
KIM icon
Kimco Realty
KIM
+$1.16M

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
301
$44K 0.01%
475
-510
302
$44K 0.01%
137
-151
303
$44K 0.01%
386
-429
304
$43K 0.01%
258
-284
305
$43K 0.01%
121
-136
306
$43K 0.01%
216
-239
307
$41K 0.01%
206
-225
308
$41K 0.01%
1,060
-1,166
309
$41K 0.01%
410
-448
310
$41K 0.01%
509
-566
311
$41K 0.01%
+3,550
312
$40K 0.01%
219
-242
313
$39K 0.01%
457
-508
314
$39K 0.01%
206
+6
315
$39K 0.01%
227
-252
316
$38K 0.01%
1,103
-1,217
317
$38K 0.01%
473
-521
318
$38K 0.01%
957
-1,061
319
$38K 0.01%
207
-227
320
$37K 0.01%
159
-174
321
$37K 0.01%
244
-270
322
$37K 0.01%
279
-308
323
$36K 0.01%
314
-350
324
$36K 0.01%
421
-465
325
$36K 0.01%
654
11 12
13
14 15