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
$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
401
$20K 0.01%
70
+2
402
$20K 0.01%
209
+3
403
$19K ﹤0.01%
1,704
-162
404
$19K ﹤0.01%
121
+8
405
$19K ﹤0.01%
70
406
$19K ﹤0.01%
638
+4
407
$19K ﹤0.01%
104
408
$18K ﹤0.01%
1,050
+50
409
$18K ﹤0.01%
272
410
$18K ﹤0.01%
640
+5
411
$18K ﹤0.01%
295
+5
412
$18K ﹤0.01%
65
+1
413
$18K ﹤0.01%
124
+2
414
$18K ﹤0.01%
262
415
$17K ﹤0.01%
620
+9
416
$17K ﹤0.01%
53
417
$17K ﹤0.01%
382
+5
418
$17K ﹤0.01%
651
+2
419
$17K ﹤0.01%
110
-2
420
$17K ﹤0.01%
177
+1
421
$17K ﹤0.01%
122
+1
422
$17K ﹤0.01%
502
-24
423
$17K ﹤0.01%
136
-2
424
$16K ﹤0.01%
109
425
$16K ﹤0.01%
103
-1
15 16
17
18 19