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
426
$16K ﹤0.01%
1,096
-1,247
427
$16K ﹤0.01%
133
-148
428
$16K ﹤0.01%
68
-76
429
$16K ﹤0.01%
176
-195
430
$16K ﹤0.01%
97
-107
431
$16K ﹤0.01%
121
-133
432
$16K ﹤0.01%
181
-199
433
$16K ﹤0.01%
45
-50
434
$15K ﹤0.01%
323
-360
435
$15K ﹤0.01%
200
-218
436
$15K ﹤0.01%
1,000
-1,100
437
$15K ﹤0.01%
53
-59
438
$15K ﹤0.01%
932
-1,020
439
$15K ﹤0.01%
113
-123
440
$15K ﹤0.01%
198
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441
$15K ﹤0.01%
174
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442
$15K ﹤0.01%
107
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443
$14K ﹤0.01%
67
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444
$14K ﹤0.01%
127
-135
445
$14K ﹤0.01%
1,176
-1,298
446
$14K ﹤0.01%
152
-166
447
$14K ﹤0.01%
649
-712
448
$14K ﹤0.01%
93
-103
449
$14K ﹤0.01%
284
-306
450
$14K ﹤0.01%
115
-129
16 17
18
19 20