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
$841M
AUM Growth
+$790M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$532K
3
+$462K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$459K
5
SHPG
Shire pic
SHPG
+$382K

Top Sells

1
+$18.3M
2
+$11.4M
3
+$8.35M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.58M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.29M

Sector Composition

1 Financials 1.34%
2 Healthcare 0.68%
3 Industrials 0.6%
4 Communication Services 0.49%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.92M 0.35%
40,910
+6,420
27
$2.41M 0.28%
105,400
+2,300
28
$2.23M 0.26%
44,390
-3,760
29
$1.57M 0.19%
59,200
30
$1.41M 0.17%
50,000
31
$1.29M 0.15%
55,142
-34,184
32
$1.26M 0.15%
36,480
-22,620
33
$1.15M 0.14%
32,700
-20,280
34
$1.09M 0.13%
45,724
-28,344
35
$1.07M 0.13%
26,166
+1,196
36
$1.01M 0.12%
12,755
-7,907
37
$1.01M 0.12%
10,766
-6,674
38
$952K 0.11%
18,905
+630
39
$925K 0.11%
23,045
-14,286
40
$890K 0.11%
30,000
41
$826K 0.1%
5,474
-3,885
42
$813K 0.1%
15,380
-9,534
43
$777K 0.09%
3,132
-1,941
44
$773K 0.09%
6,973
-4,323
45
$731K 0.09%
9,938
-7,283
46
$710K 0.08%
5,223
-3,238
47
$708K 0.08%
4,652
-2,884
48
$700K 0.08%
6,675
-4,722
49
$698K 0.08%
7,294
-4,522
50
$691K 0.08%
26,924
-16,691
1
2
3 4 5