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
401
$45K 0.01%
437
+3
402
$45K 0.01%
875
+2
403
$45K 0.01%
394
+2
404
$45K 0.01%
133
405
$45K 0.01%
243
406
$44K 0.01%
676
+4
407
$44K 0.01%
181
408
$44K 0.01%
988
+3
409
$44K 0.01%
239
+1
410
$44K 0.01%
325
+1
411
$44K 0.01%
1,878
-9
412
$44K 0.01%
817
+5
413
$44K 0.01%
370
414
$44K 0.01%
296
+2
415
$43K 0.01%
1,843
+2
416
$43K 0.01%
2,907
-5
417
$43K 0.01%
717
+4
418
$43K 0.01%
601
+1
419
$42K 0.01%
+2,468
420
$42K 0.01%
741
+6
421
$42K 0.01%
4,032
+47
422
$41K 0.01%
392
-1
423
$41K 0.01%
774
-2
424
$41K 0.01%
3,168
+4
425
$41K 0.01%
385
+1
15 16
17
18 19