SLF

Sun Life Financial Portfolio holdings

AUM $1.83B
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
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
426
$16K ﹤0.01%
599
-12
427
$16K ﹤0.01%
1,065
-31
428
$16K ﹤0.01%
100
429
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200
+2
430
$16K ﹤0.01%
160
-1,430
431
$16K ﹤0.01%
117
+2
432
$16K ﹤0.01%
97
433
$16K ﹤0.01%
181
434
$16K ﹤0.01%
107
435
$16K ﹤0.01%
85
436
$15K ﹤0.01%
68
+1
437
$15K ﹤0.01%
119
-6
438
$15K ﹤0.01%
230
+4
439
$15K ﹤0.01%
+118
440
$15K ﹤0.01%
202
+2
441
$15K ﹤0.01%
231
+3
442
$15K ﹤0.01%
337
443
$15K ﹤0.01%
276
-2
444
$15K ﹤0.01%
114
+19
445
$15K ﹤0.01%
934
+2
446
$15K ﹤0.01%
154
+2
447
$15K ﹤0.01%
69
+1
448
$15K ﹤0.01%
1,042
-99
449
$15K ﹤0.01%
173
-1
450
$14K ﹤0.01%
151
+2
16 17
18
19 20