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
451
$13K ﹤0.01%
149
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452
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253
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370
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95
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459
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243
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460
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133
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463
$12K ﹤0.01%
652
-716
464
$12K ﹤0.01%
278
-294
465
$12K ﹤0.01%
118
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100
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467
$12K ﹤0.01%
217
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468
$12K ﹤0.01%
118
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469
$12K ﹤0.01%
83
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470
$12K ﹤0.01%
145
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471
$12K ﹤0.01%
72
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472
$12K ﹤0.01%
137
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473
$12K ﹤0.01%
220
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474
$12K ﹤0.01%
415
-459
475
$12K ﹤0.01%
50
-56
17 18
19
20 21