SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
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
+$2.64M
2
+$823K
3
+$746K
4
INGR icon
Ingredion
INGR
+$404K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$392K

Top Sells

1
+$13.2M
2
+$2.58M
3
+$1.22M
4
T icon
AT&T
T
+$1.19M
5
PM icon
Philip Morris
PM
+$1.17M

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
-163
452
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253
-278
453
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370
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$13K ﹤0.01%
212
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$13K ﹤0.01%
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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415
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50
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464
$12K ﹤0.01%
199
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465
$12K ﹤0.01%
820
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466
$12K ﹤0.01%
37
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467
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145
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468
$12K ﹤0.01%
93
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469
$12K ﹤0.01%
652
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470
$12K ﹤0.01%
278
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471
$12K ﹤0.01%
118
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472
$12K ﹤0.01%
100
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473
$12K ﹤0.01%
217
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474
$12K ﹤0.01%
118
-130
475
$12K ﹤0.01%
83
-89
17 18
19
20 21