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
351
$85K 0.02%
1,500
+70
352
$85K 0.02%
1,274
+15
353
$84K 0.02%
5,161
-3,525
354
$84K 0.02%
283
+4
355
$84K 0.02%
6,168
+38
356
$84K 0.02%
551
+147
357
$83K 0.02%
410
-7,519
358
$83K 0.02%
945
+4
359
$82K 0.01%
7,293
+45
360
$82K 0.01%
469
+6
361
$81K 0.01%
1,124
+12
362
$80K 0.01%
728
+39
363
$79K 0.01%
1,808
+11
364
$79K 0.01%
2,376
-3,243
365
$79K 0.01%
2,224
-26
366
$79K 0.01%
3,168
+20
367
$79K 0.01%
872
-5
368
$77K 0.01%
3,345
369
$76K 0.01%
457
+5
370
$75K 0.01%
4,076
+25
371
$73K 0.01%
3,239
-17,069
372
$73K 0.01%
949
+2
373
$73K 0.01%
776
+4
374
$73K 0.01%
1,388
-4,249
375
$73K 0.01%
668
+13
13 14
15
16 17