SLF

Sun Life Financial Portfolio holdings

AUM $1.83B
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.02M
3
+$1.01M
4
CCL icon
Carnival Corp
CCL
+$974K
5
MAC icon
Macerich
MAC
+$965K

Top Sells

1
+$29.3M
2
+$1.78M
3
+$968K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$762K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$736K

Sector Composition

1 Financials 5.03%
2 Real Estate 4.36%
3 Healthcare 4.1%
4 Industrials 3.03%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$23K 0.01%
1,214
-11
377
$23K 0.01%
135
+3
378
$22K 0.01%
170
+2
379
$22K 0.01%
195
+2
380
$22K 0.01%
291
+28
381
$22K 0.01%
263
+6
382
$22K 0.01%
236
383
$22K 0.01%
149
+23
384
$22K 0.01%
262
+4
385
$22K 0.01%
92
386
$22K 0.01%
192
+1
387
$21K 0.01%
129
+11
388
$21K 0.01%
262
-3
389
$21K 0.01%
131
-2
390
$21K 0.01%
397
-3
391
$21K 0.01%
151
-5
392
$21K 0.01%
40
+1
393
$21K 0.01%
241
+1
394
$21K 0.01%
133
+2
395
$20K 0.01%
255
-1
396
$20K 0.01%
175
+2
397
$20K 0.01%
266
-8,202
398
$20K 0.01%
426
+4
399
$20K 0.01%
954
+5
400
$20K 0.01%
+258
14 15
16
17 18