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
$474M
AUM Growth
-$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$964K
3
+$426K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$309K
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$293K

Top Sells

1
+$11.5M
2
+$6.26M
3
+$5.85M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.66M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.16M

Sector Composition

1 Financials 4.29%
2 Healthcare 4.18%
3 Industrials 3.39%
4 Real Estate 3.36%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$55K 0.01%
1,457
+11
377
$55K 0.01%
366
+1
378
$54K 0.01%
351
-2
379
$54K 0.01%
4,069
+21
380
$54K 0.01%
2,200
+16
381
$53K 0.01%
635
+3
382
$53K 0.01%
1,425
+7
383
$52K 0.01%
1,817
+9
384
$52K 0.01%
447
+2
385
$52K 0.01%
448
+2
386
$52K 0.01%
618
+5
387
$51K 0.01%
318
+3
388
$51K 0.01%
426
+4
389
$51K 0.01%
1,478
+8
390
$51K 0.01%
341
+2
391
$50K 0.01%
+5,783
392
$49K 0.01%
453
+2
393
$48K 0.01%
426
+2
394
$48K 0.01%
5,802
+29
395
$47K 0.01%
670
+4
396
$47K 0.01%
11,480
+58
397
$47K 0.01%
904
-1
398
$46K 0.01%
2,775
+14
399
$46K 0.01%
7,330
+37
400
$46K 0.01%
2,093
+12
14 15
16
17 18