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
$728M
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$97.8M
2
+$92.9M
3
+$27.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.2M

Top Sells

1
+$27.6M
2
+$9.52M
3
+$6.86M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.39M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.62M

Sector Composition

1 Financials 2.04%
2 Healthcare 1.5%
3 Industrials 1.43%
4 Communication Services 1.27%
5 Consumer Staples 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.96M 0.41%
+65,724
27
$2.81M 0.38%
87,075
28
$2.81M 0.38%
+72,220
29
$2.66M 0.36%
100,984
-32,712
30
$2.3M 0.31%
+34,490
31
$2.25M 0.31%
121,787
-39,451
32
$2.21M 0.3%
28,171
-9,126
33
$2.1M 0.29%
33,968
-11,003
34
$1.94M 0.27%
59,465
-19,262
35
$1.85M 0.25%
23,777
-7,702
36
$1.82M 0.25%
50,896
-16,487
37
$1.81M 0.25%
25,661
-8,313
38
$1.8M 0.25%
12,091
-3,916
39
$1.67M 0.23%
10,274
-3,328
40
$1.57M 0.22%
16,110
-5,219
41
$1.52M 0.21%
15,400
-4,989
42
$1.51M 0.21%
21,949
-7,110
43
$1.5M 0.21%
6,917
-2,241
44
$1.48M 0.2%
45,005
-14,579
45
$1.44M 0.2%
11,536
-3,737
46
$1.42M 0.19%
44,452
-14,399
47
$1.4M 0.19%
14,687
-4,757
48
$1.33M 0.18%
14,742
-4,775
49
$1.32M 0.18%
15,703
-5,087
50
$1.28M 0.18%
41,807
-13,543
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