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
426
$81 ﹤0.01%
+6
427
$81 ﹤0.01%
3
428
$80 ﹤0.01%
7
-1
429
$80 ﹤0.01%
18
430
$80 ﹤0.01%
10
431
$79 ﹤0.01%
6
432
$79 ﹤0.01%
13
+3
433
$78 ﹤0.01%
+5
434
$78 ﹤0.01%
5
-1
435
$78 ﹤0.01%
2
436
$76 ﹤0.01%
6
437
$75 ﹤0.01%
4
438
$75 ﹤0.01%
8
439
$74 ﹤0.01%
14
+1
440
$74 ﹤0.01%
7
441
$73 ﹤0.01%
3
442
$72 ﹤0.01%
6
+1
443
$72 ﹤0.01%
4
+1
444
$72 ﹤0.01%
12
+2
445
$71 ﹤0.01%
5
446
$71 ﹤0.01%
9
447
$70 ﹤0.01%
3
448
$70 ﹤0.01%
2
449
$70 ﹤0.01%
25
450
$70 ﹤0.01%
7
+1
16 17
18
19 20