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
$398M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$832K
3
+$762K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$396K
5
INGR icon
Ingredion
INGR
+$387K

Top Sells

1
+$13.2M
2
+$2.63M
3
+$1.27M
4
T icon
AT&T
T
+$1.26M
5
KIM icon
Kimco Realty
KIM
+$1.16M

Sector Composition

1 Financials 3.85%
2 Healthcare 3.26%
3 Industrials 3.01%
4 Technology 2.81%
5 Real Estate 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$29K 0.01%
339
-372
352
$28K 0.01%
495
-551
353
$27K 0.01%
1,866
-247
354
$27K 0.01%
135
-148
355
$27K 0.01%
384
-421
356
$27K 0.01%
247
-274
357
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+1,635
358
$27K 0.01%
142
-158
359
$26K 0.01%
133
-149
360
$26K 0.01%
664
-243
361
$26K 0.01%
1,904
362
$25K 0.01%
242
-269
363
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1,225
-1,374
364
$25K 0.01%
949
365
$25K 0.01%
1,141
-151
366
$25K 0.01%
416
-463
367
$24K 0.01%
+562
368
$24K 0.01%
960
-1,050
369
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410
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370
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206
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371
$23K 0.01%
299
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372
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236
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373
$23K 0.01%
1,230
-1,380
374
$23K 0.01%
263
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375
$22K 0.01%
132
-147
13 14
15
16 17