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
$40.2M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$363K
2
+$107K
3
+$103K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$99.6K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$70.3K

Top Sells

1
+$20.4K
2
+$14K
3
+$12K
4
LUMN icon
Lumen
LUMN
+$10K
5
DOC icon
Healthpeak Properties
DOC
+$7.56K

Sector Composition

1 Technology 0.19%
2 Utilities 0.18%
3 Consumer Discretionary 0.15%
4 Financials 0.12%
5 Real Estate 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$59 ﹤0.01%
5
+1
477
$59 ﹤0.01%
4
478
$59 ﹤0.01%
3
479
$58 ﹤0.01%
5
480
$57 ﹤0.01%
11
+2
481
$57 ﹤0.01%
5
+1
482
$55 ﹤0.01%
9
+1
483
$55 ﹤0.01%
11
+1
484
$55 ﹤0.01%
6
485
$51 ﹤0.01%
6
-1
486
$51 ﹤0.01%
5
487
$51 ﹤0.01%
4
488
$49 ﹤0.01%
+4
489
$49 ﹤0.01%
195
-15
490
$49 ﹤0.01%
4
491
$48 ﹤0.01%
6
+1
492
$48 ﹤0.01%
+5
493
$48 ﹤0.01%
4
+1
494
$48 ﹤0.01%
+7
495
$47 ﹤0.01%
4
-1
496
$46 ﹤0.01%
24
+4
497
$46 ﹤0.01%
4
+1
498
$45 ﹤0.01%
6
+1
499
$45 ﹤0.01%
2
500
$43 ﹤0.01%
18
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