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
$374M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$158K
3
+$73.9K
4
MAR icon
Marriott International
MAR
+$52.7K
5
TFC icon
Truist Financial
TFC
+$45K

Top Sells

1
+$19.5M
2
+$2.68M
3
+$1.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.08M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$871K

Sector Composition

1 Financials 3.23%
2 Healthcare 2.58%
3 Real Estate 2.29%
4 Industrials 1.92%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.28%
15,162
-8,750
27
$1.04M 0.28%
50,310
-28,541
28
$994K 0.27%
27,701
-15,789
29
$986K 0.26%
24,537
-11,654
30
$984K 0.26%
11,563
-6,577
31
$961K 0.26%
31,808
-17,846
32
$960K 0.26%
6,265
-386
33
$955K 0.26%
21,205
34
$876K 0.23%
6,024
+59
35
$874K 0.23%
11,549
-6,457
36
$869K 0.23%
14,153
-7,529
37
$848K 0.23%
4,039
-123
38
$846K 0.23%
31,443
-17,876
39
$823K 0.22%
12,922
-7,066
40
$817K 0.22%
11,000
-6,001
41
$817K 0.22%
9,868
-5,498
42
$800K 0.21%
11,465
-6,064
43
$791K 0.21%
8,738
+162
44
$790K 0.21%
29,497
-16,190
45
$789K 0.21%
19,149
-10,834
46
$785K 0.21%
22,772
-12,836
47
$772K 0.21%
14,344
-7,753
48
$765K 0.2%
5,135
-2,847
49
$751K 0.2%
17,218
-9,805
50
$748K 0.2%
10,000
1
2
3 4 5