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
376
$72K 0.01%
1,351
+33
377
$72K 0.01%
5,773
+36
378
$71K 0.01%
1,112
+12
379
$67K 0.01%
1,011
+13
380
$67K 0.01%
365
+5
381
$67K 0.01%
2,081
+29
382
$66K 0.01%
820
+61
383
$66K 0.01%
4,048
-88
384
$66K 0.01%
4,360
-90
385
$66K 0.01%
1,446
+16
386
$66K 0.01%
1,397
+19
387
$66K 0.01%
487
+6
388
$65K 0.01%
855
+14
389
$65K 0.01%
398
+4
390
$65K 0.01%
878
-17,050
391
$65K 0.01%
1,418
+18
392
$65K 0.01%
9,134
+57
393
$64K 0.01%
567
+8
394
$64K 0.01%
2,190
-13
395
$64K 0.01%
2,184
-46
396
$64K 0.01%
339
-2
397
$63K 0.01%
613
+40
398
$63K 0.01%
451
+6
399
$62K 0.01%
877
+10
400
$62K 0.01%
422
+4
14 15
16
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