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
$950M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$1.73M
3
+$569K
4
AAPL icon
Apple
AAPL
+$172K
5
VRTV
VERITIV CORPORATION
VRTV
+$132K

Top Sells

1
+$5.16M
2
+$3.39M
3
+$1.86M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.57M
5
GT icon
Goodyear
GT
+$1.51M

Sector Composition

1 Financials 4.26%
2 Industrials 2.85%
3 Healthcare 2.78%
4 Energy 2.47%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.02M 0.53%
42,042
-9,944
27
$4.62M 0.49%
80,341
-14,602
28
$4.23M 0.44%
34,480
-7,530
29
$4.12M 0.43%
29,300
-7,205
30
$4.1M 0.43%
347,317
-18,255
31
$4.04M 0.42%
78,965
-4,150
32
$3.9M 0.41%
43,920
-8,064
33
$3.83M 0.4%
169,584
-66,691
34
$3.81M 0.4%
45,447
-10,528
35
$3.8M 0.4%
74,362
-16,464
36
$3.77M 0.4%
128,348
-22,181
37
$3.66M 0.38%
45,942
-11,003
38
$3.64M 0.38%
19,819
-3,499
39
$3.61M 0.38%
19,727
-4,084
40
$3.58M 0.38%
41,885
-2,202
41
$3.41M 0.36%
68,680
42
$3.39M 0.36%
73,182
-3,846
43
$3.37M 0.35%
24,423
-5,369
44
$3.35M 0.35%
119,226
-18,195
45
$3.34M 0.35%
32,898
-6,811
46
$3.3M 0.35%
44,806
-8,842
47
$3.26M 0.34%
77,901
-15,895
48
$3.23M 0.34%
48,685
-8,451
49
$3.23M 0.34%
38,305
-7,528
50
$3.2M 0.34%
62,596
-14,672
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