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
401
$89 ﹤0.01%
8
+1
402
$89 ﹤0.01%
10
+2
403
$89 ﹤0.01%
8
+1
404
$89 ﹤0.01%
5
+1
405
$88 ﹤0.01%
110
+20
406
$87 ﹤0.01%
2
-1
407
$86 ﹤0.01%
9
+1
408
$85 ﹤0.01%
30
409
$85 ﹤0.01%
6
+1
410
$84 ﹤0.01%
11
+1
411
$84 ﹤0.01%
8
+1
412
$84 ﹤0.01%
7
413
$84 ﹤0.01%
7
-2
414
$83 ﹤0.01%
11
+1
415
$83 ﹤0.01%
13
-212
416
$83 ﹤0.01%
9
+2
417
$83 ﹤0.01%
6
+1
418
$83 ﹤0.01%
13
419
$82 ﹤0.01%
7
+1
420
$82 ﹤0.01%
11
+2
421
$82 ﹤0.01%
2
422
$82 ﹤0.01%
2
423
$81 ﹤0.01%
6
424
$81 ﹤0.01%
17
+1
425
$81 ﹤0.01%
3
15 16
17
18 19