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
$1.75B
AUM Growth
-$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$45.4M
2 +$7.47M
3 +$1.56M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.35M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.26M

Sector Composition

1 Consumer Discretionary 10.37%
2 Real Estate 7.16%
3 Financials 0.74%
4 Healthcare 0.49%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.97M 0.17%
38,112
+12,250
27
$2.81M 0.16%
31,558
+3,800
28
$2.8M 0.16%
75,300
29
$2.17M 0.12%
21,552
+4,540
30
$2.14M 0.12%
3,755
+648
31
$1.99M 0.11%
35,589
+8,149
32
$1.83M 0.1%
14,633
+3,434
33
$1.78M 0.1%
7,986
+1,875
34
$1.67M 0.1%
19,188
+4,504
35
$1.33M 0.08%
6,296
+1,478
36
$1.17M 0.07%
10,091
+2,368
37
$1.16M 0.07%
24,080
38
$1.11M 0.06%
6,561
+1,540
39
$1.09M 0.06%
4,150
+974
40
$1.07M 0.06%
8,000
41
$1.02M 0.06%
2,694
+546
42
$957K 0.05%
12,905
+3,029
43
$919K 0.05%
7,791
+1,828
44
$892K 0.05%
8,229
+2,549
45
$887K 0.05%
12,194
+2,862
46
$875K 0.05%
7,199
+2,475
47
$864K 0.05%
19,942
+4,680
48
$839K 0.05%
4,868
+1,835
49
$829K 0.05%
3,274
+769
50
$812K 0.05%
5,540
+1,300