SLF

Sun Life Financial Portfolio holdings

AUM $1.83B
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.02M
3
+$1.01M
4
CCL icon
Carnival Corp
CCL
+$974K
5
MAC icon
Macerich
MAC
+$965K

Top Sells

1
+$29.3M
2
+$1.78M
3
+$968K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$762K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$736K

Sector Composition

1 Financials 5.03%
2 Real Estate 4.36%
3 Healthcare 4.1%
4 Industrials 3.03%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$12K ﹤0.01%
134
+7
477
$12K ﹤0.01%
118
478
$12K ﹤0.01%
136
-1
479
$12K ﹤0.01%
93
+1
480
$12K ﹤0.01%
429
+14
481
$12K ﹤0.01%
92
-1
482
$12K ﹤0.01%
47
+2
483
$12K ﹤0.01%
146
+1
484
$11K ﹤0.01%
92
485
$11K ﹤0.01%
1,193
+17
486
$11K ﹤0.01%
462
-51
487
$11K ﹤0.01%
36
488
$11K ﹤0.01%
94
+1
489
$11K ﹤0.01%
218
+1
490
$11K ﹤0.01%
86
+3
491
$11K ﹤0.01%
146
+1
492
$11K ﹤0.01%
213
-7
493
$11K ﹤0.01%
271
-13
494
$11K ﹤0.01%
140
-1
495
$11K ﹤0.01%
237
+13
496
$11K ﹤0.01%
149
+19
497
$11K ﹤0.01%
164
-1
498
$10K ﹤0.01%
58
499
$10K ﹤0.01%
422
+5
500
$10K ﹤0.01%
124
-2
18 19
20
21 22