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
$398M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$832K
3
+$762K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$396K
5
INGR icon
Ingredion
INGR
+$387K

Top Sells

1
+$13.2M
2
+$2.63M
3
+$1.27M
4
T icon
AT&T
T
+$1.26M
5
KIM icon
Kimco Realty
KIM
+$1.16M

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%
199
-222
477
$12K ﹤0.01%
820
-913
478
$12K ﹤0.01%
37
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479
$12K ﹤0.01%
145
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480
$11K ﹤0.01%
92
-101
481
$11K ﹤0.01%
141
-156
482
$11K ﹤0.01%
490
-540
483
$11K ﹤0.01%
93
-100
484
$11K ﹤0.01%
322
-354
485
$11K ﹤0.01%
132
-144
486
$11K ﹤0.01%
240
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487
$11K ﹤0.01%
103
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488
$11K ﹤0.01%
126
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489
$11K ﹤0.01%
108
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490
$11K ﹤0.01%
139
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491
$11K ﹤0.01%
103
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492
$11K ﹤0.01%
513
-578
493
$11K ﹤0.01%
242
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494
$11K ﹤0.01%
165
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495
$11K ﹤0.01%
92
-102
496
$11K ﹤0.01%
308
-347
497
$11K ﹤0.01%
189
-190
498
$11K ﹤0.01%
40
-43
499
$10K ﹤0.01%
93
-104
500
$10K ﹤0.01%
217
-239
18 19
20
21 22