SLF

Sun Life Financial Portfolio holdings

AUM $1.96B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$832K
3
+$762K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$396K
5
INGR icon
Ingredion
INGR
+$387K

Top Sells

1
+$13.2M
2
+$2.63M
3
+$1.27M
4
T icon
AT&T
T
+$1.26M
5
KIM icon
Kimco Realty
KIM
+$1.16M

Sector Composition

1 Financials 3.85%
2 Healthcare 3.26%
3 Industrials 3.01%
4 Technology 2.81%
5 Real Estate 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.28%
110,161
-123,722
27
$1.04M 0.26%
56,464
-62,788
28
$1M 0.25%
12,762
-14,198
29
$948K 0.24%
4,626
-855
30
$940K 0.24%
21,680
+2,500
31
$885K 0.22%
11,555
-12,821
32
$884K 0.22%
18,680
-20,760
33
$883K 0.22%
7,273
-915
34
$866K 0.22%
9,388
-1,244
35
$853K 0.21%
15,045
-4,022
36
$848K 0.21%
21,362
-21,208
37
$834K 0.21%
6,224
-6,851
38
$831K 0.21%
12,072
-13,474
39
$827K 0.21%
29,497
-32,994
40
$810K 0.2%
14,655
-16,265
41
$792K 0.2%
6,010
-6,719
42
$786K 0.2%
25,106
-28,053
43
$786K 0.2%
29,855
-33,447
44
$776K 0.2%
6,806
-1,066
45
$774K 0.19%
15,411
-10,724
46
$762K 0.19%
14,515
-16,302
47
$762K 0.19%
+4,559
48
$759K 0.19%
10,000
49
$747K 0.19%
10,935
-12,173
50
$744K 0.19%
5,982
-6,643
1
2
3 4 5