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
351
$119 ﹤0.01%
10
+1
352
$118 ﹤0.01%
3
353
$117 ﹤0.01%
16
-1
354
$117 ﹤0.01%
18
+4
355
$116 ﹤0.01%
38
+5
356
$116 ﹤0.01%
26
+2
357
$116 ﹤0.01%
10
358
$115 ﹤0.01%
22
+3
359
$115 ﹤0.01%
33
360
$115 ﹤0.01%
5
+2
361
$114 ﹤0.01%
6
362
$111 ﹤0.01%
3
363
$110 ﹤0.01%
12
+2
364
$109 ﹤0.01%
6
+1
365
$109 ﹤0.01%
5
366
$108 ﹤0.01%
6
+1
367
$108 ﹤0.01%
13
+2
368
$107 ﹤0.01%
4
369
$105 ﹤0.01%
9
+1
370
$104 ﹤0.01%
6
371
$104 ﹤0.01%
5
372
$101 ﹤0.01%
6
-1
373
$101 ﹤0.01%
3
374
$100 ﹤0.01%
+4
375
$100 ﹤0.01%
+6
13 14
15
16 17