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
$398M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$832K
3
+$762K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$396K
5
INGR icon
Ingredion
INGR
+$387K

Top Sells

1
+$13.2M
2
+$2.63M
3
+$1.27M
4
T icon
AT&T
T
+$1.26M
5
KIM icon
Kimco Realty
KIM
+$1.16M

Sector Composition

1 Financials 3.85%
2 Healthcare 3.26%
3 Industrials 3.01%
4 Technology 2.81%
5 Real Estate 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$19K ﹤0.01%
112
-124
402
$19K ﹤0.01%
39
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403
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240
-262
404
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131
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405
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68
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406
$19K ﹤0.01%
262
-290
407
$18K ﹤0.01%
337
-384
408
$18K ﹤0.01%
+611
409
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263
-293
410
$18K ﹤0.01%
104
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411
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122
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412
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526
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413
$18K ﹤0.01%
85
-94
414
$17K ﹤0.01%
611
-699
415
$17K ﹤0.01%
100
416
$17K ﹤0.01%
20
-22
417
$17K ﹤0.01%
165
-176
418
$17K ﹤0.01%
132
-146
419
$16K ﹤0.01%
109
-122
420
$16K ﹤0.01%
125
-138
421
$16K ﹤0.01%
226
-251
422
$16K ﹤0.01%
104
-114
423
$16K ﹤0.01%
272
-304
424
$16K ﹤0.01%
712
-773
425
$16K ﹤0.01%
290
-320
15 16
17
18 19