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
$474M
AUM Growth
-$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$964K
3
+$426K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$309K
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$293K

Top Sells

1
+$11.5M
2
+$6.26M
3
+$5.85M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.66M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.16M

Sector Composition

1 Financials 4.29%
2 Healthcare 4.18%
3 Industrials 3.39%
4 Real Estate 3.36%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$32K 0.01%
+517
477
$32K 0.01%
835
-4
478
$32K 0.01%
314
+2
479
$32K 0.01%
686
+1
480
$32K 0.01%
718
-3
481
$32K 0.01%
137
+1
482
$31K 0.01%
320
483
$31K 0.01%
448
-27
484
$31K 0.01%
377
+3
485
$31K 0.01%
331
+1
486
$31K 0.01%
750
487
$31K 0.01%
487
+5
488
$31K 0.01%
489
-4
489
$31K 0.01%
460
+3
490
$31K 0.01%
600
+1
491
$30K 0.01%
314
+3
492
$30K 0.01%
1,390
+243
493
$30K 0.01%
308
494
$30K 0.01%
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495
$30K 0.01%
175
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496
$30K 0.01%
477
+1
497
$30K 0.01%
1,061
-4
498
$29K 0.01%
3,400
+50
499
$29K 0.01%
407
-1
500
$29K 0.01%
1,287
-119
18 19
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