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
$551M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.39M
3
+$1.3M
4
PFG icon
Principal Financial Group
PFG
+$1.25M
5
CCI icon
Crown Castle
CCI
+$1.21M

Top Sells

1
+$85.2M
2
+$48M
3
+$39.2M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.78M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.89M

Sector Composition

1 Financials 4.2%
2 Healthcare 4.12%
3 Industrials 3.58%
4 Consumer Staples 3.31%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$103K 0.02%
1,000
327
$103K 0.02%
1,037
+10
328
$103K 0.02%
678
+6
329
$102K 0.02%
1,439
-2,415
330
$101K 0.02%
835
+3
331
$100K 0.02%
1,730
-22
332
$100K 0.02%
1,731
+18
333
$100K 0.02%
2,205
+14
334
$99K 0.02%
905
+7
335
$99K 0.02%
1,237
-15
336
$99K 0.02%
461
+4
337
$99K 0.02%
3,903
-1,416
338
$98K 0.02%
+2,586
339
$98K 0.02%
2,414
+39
340
$98K 0.02%
1,085
+7
341
$96K 0.02%
1,315
+16
342
$96K 0.02%
738
+5
343
$95K 0.02%
4,137
344
$94K 0.02%
218
+2
345
$92K 0.02%
1,115
+5
346
$90K 0.02%
618
+9
347
$90K 0.02%
8,171
+51
348
$89K 0.02%
1,422
-25
349
$85K 0.02%
8,671
+55
350
$85K 0.02%
211
+1
12 13
14
15 16