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
451
$69 ﹤0.01%
9
+1
452
$69 ﹤0.01%
5
+1
453
$69 ﹤0.01%
3
454
$69 ﹤0.01%
+8
455
$69 ﹤0.01%
11
+2
456
$68 ﹤0.01%
5
457
$67 ﹤0.01%
6
+1
458
$67 ﹤0.01%
7
459
$66 ﹤0.01%
6
460
$65 ﹤0.01%
25
461
$65 ﹤0.01%
8
+1
462
$65 ﹤0.01%
5
463
$64 ﹤0.01%
9
+2
464
$64 ﹤0.01%
1
465
$63 ﹤0.01%
4
466
$63 ﹤0.01%
5
-1
467
$62 ﹤0.01%
3
468
$62 ﹤0.01%
12
469
$62 ﹤0.01%
12
470
$62 ﹤0.01%
8
471
$61 ﹤0.01%
6
472
$61 ﹤0.01%
3
473
$60 ﹤0.01%
6
+1
474
$60 ﹤0.01%
6
+1
475
$60 ﹤0.01%
5
17 18
19
20 21