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
376
$100 ﹤0.01%
+16
377
$100 ﹤0.01%
+2
378
$100 ﹤0.01%
+4
379
$99 ﹤0.01%
10
+1
380
$99 ﹤0.01%
9
-1
381
$99 ﹤0.01%
9
+2
382
$97 ﹤0.01%
12
+1
383
$97 ﹤0.01%
5
384
$96 ﹤0.01%
5
385
$96 ﹤0.01%
7
386
$96 ﹤0.01%
6
387
$96 ﹤0.01%
5
388
$96 ﹤0.01%
8
+1
389
$95 ﹤0.01%
7
+1
390
$95 ﹤0.01%
6
391
$95 ﹤0.01%
+13
392
$95 ﹤0.01%
4
-1
393
$95 ﹤0.01%
23
+1
394
$94 ﹤0.01%
14
395
$94 ﹤0.01%
15
396
$93 ﹤0.01%
6
397
$93 ﹤0.01%
14
+4
398
$93 ﹤0.01%
11
399
$93 ﹤0.01%
11
-1
400
$92 ﹤0.01%
17
+1
14 15
16
17 18