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
326
$37K 0.01%
365
+24
327
$37K 0.01%
201
+6
328
$37K 0.01%
319
+5
329
$36K 0.01%
181
+3
330
$36K 0.01%
210
+3
331
$35K 0.01%
151
-8
332
$35K 0.01%
+1,735
333
$35K 0.01%
386
+7
334
$35K 0.01%
478
+3
335
$35K 0.01%
192
-27
336
$34K 0.01%
211
-2
337
$34K 0.01%
503
+6
338
$34K 0.01%
618
-25
339
$33K 0.01%
544
-1
340
$33K 0.01%
298
-1
341
$33K 0.01%
446
+4
342
$33K 0.01%
419
+35
343
$33K 0.01%
120
344
$33K 0.01%
630
+4
345
$32K 0.01%
213
346
$30K 0.01%
122
+1
347
$30K 0.01%
85
+2
348
$29K 0.01%
611
+5
349
$29K 0.01%
3,203
-106,958
350
$29K 0.01%
565
+3
12 13
14
15 16