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
326
$138 ﹤0.01%
7
+1
327
$137 ﹤0.01%
10
328
$136 ﹤0.01%
5
+1
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11
330
$135 ﹤0.01%
36
+2
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30
+4
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$135 ﹤0.01%
7
333
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8
334
$133 ﹤0.01%
182
-11
335
$132 ﹤0.01%
26
+1
336
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9
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7
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$127 ﹤0.01%
10
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$127 ﹤0.01%
11
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$125 ﹤0.01%
4
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$124 ﹤0.01%
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+1
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$124 ﹤0.01%
8
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$124 ﹤0.01%
6
+1
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$124 ﹤0.01%
8
+1
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$123 ﹤0.01%
+8
348
$123 ﹤0.01%
5
349
$122 ﹤0.01%
8
350
$121 ﹤0.01%
15
12 13
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15 16