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
$51.5M
AUM Growth
-$677M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$561K
3
+$116K
4
DLTR icon
Dollar Tree
DLTR
+$108K
5
GD icon
General Dynamics
GD
+$106K

Top Sells

1
+$87.7M
2
+$79.7M
3
+$6.22M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.27M
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$3.09M

Sector Composition

1 Financials 1.13%
2 Industrials 0.73%
3 Consumer Discretionary 0.58%
4 Technology 0.44%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$76.2K 0.15%
9,359
-2,732
27
$72.7K 0.14%
17,221
-4,728
28
$72.3K 0.14%
+869
29
$70.3K 0.14%
530
30
$66.7K 0.13%
+2,502
31
$63.8K 0.12%
+2,240
32
$63.6K 0.12%
+826
33
$59K 0.11%
17,416
-4,618
34
$56.7K 0.11%
11,397
-3,345
35
$56.4K 0.11%
+4,172
36
$56.1K 0.11%
1,263,905
-79,695
37
$53.6K 0.1%
17,193
-4,919
38
$52.2K 0.1%
+321
39
$48.2K 0.09%
+598
40
$45.3K 0.09%
+313
41
$45.2K 0.09%
+818
42
$45K 0.09%
32,232
-9,575
43
$37.7K 0.07%
477,112
-84
44
$37.2K 0.07%
19,153
-5,106
45
$37.1K 0.07%
370
46
$36.9K 0.07%
+337,750
47
$36.7K 0.07%
541,972
-4,174
48
$33.9K 0.07%
1,714,665
+173,251
49
$32.1K 0.06%
155,454
50
$27.3K 0.05%
1,040,000
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