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
$453M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$2.18M
3
+$1.7M
4
WY icon
Weyerhaeuser
WY
+$1.61M
5
SLB icon
SLB Ltd
SLB
+$1.35M

Top Sells

1
+$47.7M
2
+$8.42M
3
+$7.92M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.58M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.95M

Sector Composition

1 Financials 4.55%
2 Real Estate 4.36%
3 Healthcare 3.69%
4 Industrials 3.38%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$23K 0.01%
494
-341
477
$23K 0.01%
949
+5
478
$23K 0.01%
1,392
-954
479
$22K ﹤0.01%
+219
480
$22K ﹤0.01%
257
-13,740
481
$22K ﹤0.01%
291
-190
482
$22K ﹤0.01%
216
-133
483
$22K ﹤0.01%
+597
484
$22K ﹤0.01%
456
-294
485
$22K ﹤0.01%
172
-107
486
$22K ﹤0.01%
466
-302
487
$22K ﹤0.01%
874
-547
488
$22K ﹤0.01%
193
-121
489
$22K ﹤0.01%
154
-98
490
$22K ﹤0.01%
83
-54
491
$21K ﹤0.01%
676
-457
492
$21K ﹤0.01%
123
-80
493
$21K ﹤0.01%
266
-176
494
$21K ﹤0.01%
1,368
-880
495
$21K ﹤0.01%
228
-149
496
$21K ﹤0.01%
1,240
-730
497
$21K ﹤0.01%
464
-284
498
$21K ﹤0.01%
194
-120
499
$21K ﹤0.01%
106
-69
500
$21K ﹤0.01%
469
-269
18 19
20
21 22