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
$762M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$78.8M
2
+$33.7M
3
+$6.06M
4
CPT icon
Camden Property Trust
CPT
+$3.34M
5
UDR icon
UDR
UDR
+$2.11M

Top Sells

1
+$7.45M
2
+$6.96M
3
+$4.66M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.06M
5
BXP icon
Boston Properties
BXP
+$3.62M

Sector Composition

1 Real Estate 15.78%
2 Technology 1.21%
3 Healthcare 1.21%
4 Financials 1%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$15K ﹤0.01%
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460
-8
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70
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265
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69
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242
-6
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719
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50
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$14K ﹤0.01%
159
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$13K ﹤0.01%
73
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$13K ﹤0.01%
148
321
$13K ﹤0.01%
74
+3
322
$13K ﹤0.01%
88
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323
$13K ﹤0.01%
169
-1
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$13K ﹤0.01%
23
325
$13K ﹤0.01%
29
11 12
13
14 15