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
$551M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.39M
3
+$1.3M
4
PFG icon
Principal Financial Group
PFG
+$1.25M
5
CCI icon
Crown Castle
CCI
+$1.21M

Top Sells

1
+$85.2M
2
+$48M
3
+$39.2M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.78M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.89M

Sector Composition

1 Financials 4.2%
2 Healthcare 4.12%
3 Industrials 3.58%
4 Consumer Staples 3.31%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$54K 0.01%
935
+10
427
$54K 0.01%
451
+30
428
$54K 0.01%
2,331
+25
429
$53K 0.01%
353
+2
430
$53K 0.01%
869
+10
431
$53K 0.01%
370
432
$53K 0.01%
+118
433
$52K 0.01%
424
+6
434
$51K 0.01%
1,315
+3
435
$51K 0.01%
1,841
-15
436
$51K 0.01%
315
+2
437
$50K 0.01%
692
-18
438
$50K 0.01%
133
+1
439
$49K 0.01%
985
+15
440
$49K 0.01%
685
-10
441
$48K 0.01%
325
+3
442
$48K 0.01%
812
+5
443
$48K 0.01%
+3,291
444
$47K 0.01%
1,135
+6
445
$47K 0.01%
948
+12
446
$47K 0.01%
294
+34
447
$47K 0.01%
1,065
-9
448
$46K 0.01%
848
+4
449
$46K 0.01%
3,164
+44
450
$46K 0.01%
3,050
+59
16 17
18
19 20