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
$388M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.02M
3
+$1.01M
4
CCL icon
Carnival Corp
CCL
+$974K
5
MAC icon
Macerich
MAC
+$965K

Top Sells

1
+$29.3M
2
+$1.78M
3
+$968K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$762K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$736K

Sector Composition

1 Financials 5.03%
2 Real Estate 4.36%
3 Healthcare 4.1%
4 Industrials 3.03%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.37%
13,432
-1,735
27
$1.45M 0.37%
4,974
-556
28
$1.42M 0.37%
34,688
+16,008
29
$1.38M 0.35%
18,140
+5,378
30
$1.38M 0.35%
49,654
+19,799
31
$1.37M 0.35%
43,490
+19,919
32
$1.33M 0.34%
29,983
+19,878
33
$1.33M 0.34%
18,006
+5,934
34
$1.31M 0.34%
21,682
+9,300
35
$1.27M 0.33%
35,608
+13,530
36
$1.25M 0.32%
15,366
+6,457
37
$1.24M 0.32%
7,982
+4,452
38
$1.24M 0.32%
17,529
+5,974
39
$1.24M 0.32%
36,191
+14,829
40
$1.24M 0.32%
19,988
+5,333
41
$1.23M 0.32%
16,870
+5,935
42
$1.19M 0.31%
8,591
+2,581
43
$1.18M 0.3%
12,327
+5,793
44
$1.16M 0.3%
12,780
+4,234
45
$1.14M 0.29%
47,531
+18,034
46
$1.14M 0.29%
6,764
-582
47
$1.11M 0.29%
22,097
+18,815
48
$1.09M 0.28%
8,354
-586
49
$1.07M 0.28%
17,001
+15,952
50
$1.07M 0.28%
27,023
+13,429
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