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
$474M
AUM Growth
-$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$964K
3
+$426K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$309K
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$293K

Top Sells

1
+$11.5M
2
+$6.26M
3
+$5.85M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.66M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.16M

Sector Composition

1 Financials 4.29%
2 Healthcare 4.18%
3 Industrials 3.39%
4 Real Estate 3.36%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$76K 0.02%
3,330
-15
327
$76K 0.02%
284
+1
328
$76K 0.02%
1,185
-1,249
329
$74K 0.02%
462
+1
330
$73K 0.02%
1,396
+8
331
$72K 0.02%
2,599
+13
332
$72K 0.02%
1,446
+7
333
$71K 0.02%
2,388
+12
334
$69K 0.01%
10,248
+52
335
$69K 0.01%
+565
336
$69K 0.01%
1,405
+8
337
$69K 0.01%
2,216
+11
338
$68K 0.01%
2,236
+12
339
$67K 0.01%
843
+8
340
$67K 0.01%
1,014
+3
341
$66K 0.01%
859
+4
342
$66K 0.01%
1,429
+7
343
$66K 0.01%
650
+3
344
$65K 0.01%
1,130
+6
345
$65K 0.01%
+1,602
346
$64K 0.01%
2,420
+6
347
$64K 0.01%
459
+2
348
$64K 0.01%
959
+14
349
$64K 0.01%
1,276
+2
350
$64K 0.01%
1,344
+7
12 13
14
15 16