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
301
$45K 0.01%
5,373
+30
302
$45K 0.01%
418
-3
303
$45K 0.01%
227
304
$44K 0.01%
258
305
$44K 0.01%
1,026
-15
306
$44K 0.01%
515
+6
307
$43K 0.01%
97
-1
308
$42K 0.01%
460
+3
309
$42K 0.01%
416
+6
310
$42K 0.01%
685
+4
311
$41K 0.01%
205
-1
312
$40K 0.01%
69
+2
313
$40K 0.01%
280
+1
314
$40K 0.01%
952
-5
315
$39K 0.01%
1,030
-30
316
$39K 0.01%
246
+118
317
$39K 0.01%
915
+11
318
$39K 0.01%
218
+2
319
$39K 0.01%
3,570
+20
320
$38K 0.01%
1,110
+7
321
$38K 0.01%
241
-3
322
$38K 0.01%
182
-24
323
$37K 0.01%
510
+6
324
$37K 0.01%
123
+2
325
$37K 0.01%
479
+6
11 12
13
14 15