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
$40.2M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$363K
2
+$107K
3
+$103K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$99.6K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$70.3K

Top Sells

1
+$20.4K
2
+$14K
3
+$12K
4
LUMN icon
Lumen
LUMN
+$10K
5
DOC icon
Healthpeak Properties
DOC
+$7.56K

Sector Composition

1 Technology 0.19%
2 Utilities 0.18%
3 Consumer Discretionary 0.15%
4 Financials 0.12%
5 Real Estate 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$50K 0.11%
+1,348
27
$45.7K 0.1%
+2,121
28
$33.2K 0.07%
+7,334
29
$30.1K 0.07%
+6,974
30
$30K 0.07%
+874
31
$28.9K 0.06%
53
-5
32
$23.4K 0.05%
273
+24
33
$19.4K 0.04%
556
+44
34
$18.6K 0.04%
208
+40
35
$18K 0.04%
923
+112
36
$17.7K 0.04%
+2,508
37
$17.5K 0.04%
+5,467
38
$11.5K 0.03%
+236
39
$10.3K 0.02%
187
-124
40
$10.1K 0.02%
63
+32
41
$9.9K 0.02%
254
+249
42
$9.65K 0.02%
348
+72
43
$9.24K 0.02%
508
+17
44
$9.13K 0.02%
326
+118
45
$9.11K 0.02%
201
+195
46
$9.09K 0.02%
251
+22
47
$8.84K 0.02%
281
+88
48
$8.53K 0.02%
288
+44
49
$8.2K 0.02%
+2,060
50
$8.17K 0.02%
166
-28
1
2
3 4 5