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
$551M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.39M
3
+$1.3M
4
PFG icon
Principal Financial Group
PFG
+$1.25M
5
CCI icon
Crown Castle
CCI
+$1.21M

Top Sells

1
+$85.2M
2
+$48M
3
+$39.2M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.78M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.89M

Sector Composition

1 Financials 4.2%
2 Healthcare 4.12%
3 Industrials 3.58%
4 Consumer Staples 3.31%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$41K 0.01%
1,750
+11
477
$41K 0.01%
599
+7
478
$41K 0.01%
366
+7
479
$41K 0.01%
1,321
+7
480
$40K 0.01%
403
+5
481
$40K 0.01%
408
+4
482
$40K 0.01%
793
+13
483
$40K 0.01%
672
+8
484
$40K 0.01%
374
+7
485
$40K 0.01%
951
+22
486
$40K 0.01%
735
-215
487
$39K 0.01%
1,147
+20
488
$39K 0.01%
384
+5
489
$39K 0.01%
249
+1
490
$39K 0.01%
1,410
+52
491
$39K 0.01%
493
+5
492
$39K 0.01%
354
+5
493
$39K 0.01%
299
+23
494
$38K 0.01%
865
+46
495
$38K 0.01%
779
+14
496
$38K 0.01%
340
+4
497
$38K 0.01%
392
+5
498
$38K 0.01%
764
+54
499
$38K 0.01%
839
+73
500
$38K 0.01%
+585
18 19
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