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
$474M
AUM Growth
-$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$964K
3
+$426K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$309K
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$293K

Top Sells

1
+$11.5M
2
+$6.26M
3
+$5.85M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$5.66M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.16M

Sector Composition

1 Financials 4.29%
2 Healthcare 4.18%
3 Industrials 3.39%
4 Real Estate 3.36%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 0.39%
18,854
+39
27
$1.83M 0.39%
56,613
-7,456
28
$1.82M 0.38%
64,234
-4,176
29
$1.81M 0.38%
30,877
-2,759
30
$1.81M 0.38%
19,853
+8
31
$1.77M 0.37%
29,051
-3,527
32
$1.77M 0.37%
25,988
-1,965
33
$1.77M 0.37%
28,128
+2,824
34
$1.75M 0.37%
23,956
+184
35
$1.74M 0.37%
51,143
-19
36
$1.69M 0.36%
19,589
-2,095
37
$1.67M 0.35%
7,472
-326
38
$1.64M 0.35%
24,558
-955
39
$1.64M 0.35%
34,560
-3,065
40
$1.6M 0.34%
22,459
-2,101
41
$1.58M 0.33%
35,990
-4,535
42
$1.58M 0.33%
14,527
-1,167
43
$1.54M 0.32%
31,117
-1,725
44
$1.54M 0.32%
35,702
-5,286
45
$1.53M 0.32%
14,056
+88
46
$1.52M 0.32%
9,036
+113
47
$1.45M 0.31%
13,245
+13
48
$1.41M 0.3%
37,593
+368
49
$1.36M 0.29%
11,934
-926
50
$1.36M 0.29%
10,274
-543
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