SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$823K
3
+$746K
4
INGR icon
Ingredion
INGR
+$404K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$392K

Top Sells

1
+$13.2M
2
+$2.58M
3
+$1.22M
4
T icon
AT&T
T
+$1.19M
5
PM icon
Philip Morris
PM
+$1.17M

Sector Composition

1 Financials 3.85%
2 Healthcare 3.26%
3 Industrials 3.01%
4 Technology 2.81%
5 Real Estate 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$12K ﹤0.01%
145
-157
477
$12K ﹤0.01%
72
-80
478
$12K ﹤0.01%
137
-151
479
$12K ﹤0.01%
220
-246
480
$11K ﹤0.01%
322
-354
481
$11K ﹤0.01%
132
-144
482
$11K ﹤0.01%
240
-266
483
$11K ﹤0.01%
103
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484
$11K ﹤0.01%
126
-140
485
$11K ﹤0.01%
108
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486
$11K ﹤0.01%
139
-152
487
$11K ﹤0.01%
103
-113
488
$11K ﹤0.01%
513
-578
489
$11K ﹤0.01%
242
-252
490
$11K ﹤0.01%
165
-182
491
$11K ﹤0.01%
92
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492
$11K ﹤0.01%
92
-101
493
$11K ﹤0.01%
141
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494
$11K ﹤0.01%
490
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495
$11K ﹤0.01%
93
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496
$11K ﹤0.01%
308
-347
497
$11K ﹤0.01%
189
-190
498
$11K ﹤0.01%
40
-43
499
$10K ﹤0.01%
417
-458
500
$10K ﹤0.01%
393
-431
18 19
20
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