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
$40.2M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$363K
2
+$107K
3
+$103K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$99.6K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$70.3K

Top Sells

1
+$20.4K
2
+$14K
3
+$12K
4
LUMN icon
Lumen
LUMN
+$10K
5
DOC icon
Healthpeak Properties
DOC
+$7.56K

Sector Composition

1 Technology 0.19%
2 Utilities 0.18%
3 Consumer Discretionary 0.15%
4 Financials 0.12%
5 Real Estate 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$43 ﹤0.01%
6
+1
502
$43 ﹤0.01%
4
503
$43 ﹤0.01%
39
+6
504
$43 ﹤0.01%
7
+1
505
$43 ﹤0.01%
5
+1
506
$42 ﹤0.01%
7
+1
507
$41 ﹤0.01%
16
+2
508
$41 ﹤0.01%
16
+1
509
$40 ﹤0.01%
7
510
$39 ﹤0.01%
6
-1
511
$39 ﹤0.01%
10
+1
512
$38 ﹤0.01%
5
513
$35 ﹤0.01%
1
-1
514
$35 ﹤0.01%
8
515
$35 ﹤0.01%
5
516
$34 ﹤0.01%
8
+1
517
$34 ﹤0.01%
7
-1
518
$32 ﹤0.01%
9
+1
519
$31 ﹤0.01%
10
+1
520
$31 ﹤0.01%
5
521
$30 ﹤0.01%
3
522
$30 ﹤0.01%
5
+1
523
$30 ﹤0.01%
2
-1
524
$29 ﹤0.01%
7
525
$29 ﹤0.01%
2
18 19 20
21
22