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
451
$14K ﹤0.01%
273
+20
452
$14K ﹤0.01%
124
+2
453
$14K ﹤0.01%
717
+5
454
$14K ﹤0.01%
508
-15,200
455
$14K ﹤0.01%
50
456
$14K ﹤0.01%
20
457
$14K ﹤0.01%
320
+12
458
$13K ﹤0.01%
367
-3
459
$13K ﹤0.01%
656
+4
460
$13K ﹤0.01%
198
-14
461
$13K ﹤0.01%
211
+3
462
$13K ﹤0.01%
242
463
$13K ﹤0.01%
93
464
$13K ﹤0.01%
248
+5
465
$13K ﹤0.01%
37
466
$13K ﹤0.01%
136
+3
467
$13K ﹤0.01%
221
468
$12K ﹤0.01%
135
+3
469
$12K ﹤0.01%
94
+1
470
$12K ﹤0.01%
393
471
$12K ﹤0.01%
102
-1
472
$12K ﹤0.01%
110
+2
473
$12K ﹤0.01%
118
474
$12K ﹤0.01%
100
475
$12K ﹤0.01%
104
+1
17 18
19
20 21