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
$551M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.39M
3
+$1.3M
4
PFG icon
Principal Financial Group
PFG
+$1.25M
5
CCI icon
Crown Castle
CCI
+$1.21M

Top Sells

1
+$85.2M
2
+$48M
3
+$39.2M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.78M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.89M

Sector Composition

1 Financials 4.2%
2 Healthcare 4.12%
3 Industrials 3.58%
4 Consumer Staples 3.31%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$38K 0.01%
230
+3
502
$38K 0.01%
2,064
+13
503
$38K 0.01%
713
+17
504
$38K 0.01%
721
+6
505
$38K 0.01%
860
+13
506
$37K 0.01%
502
+8
507
$37K 0.01%
1,076
+9
508
$37K 0.01%
380
+3
509
$37K 0.01%
2,269
510
$37K 0.01%
1,718
+34
511
$37K 0.01%
493
+10
512
$36K 0.01%
408
-11
513
$36K 0.01%
547
+14
514
$35K 0.01%
775
+11
515
$35K 0.01%
644
+11
516
$35K 0.01%
478
+5
517
$35K 0.01%
8,336
+52
518
$35K 0.01%
476
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519
$34K 0.01%
203
+2
520
$34K 0.01%
467
+5
521
$34K 0.01%
168
+1
522
$34K 0.01%
320
+12
523
$34K 0.01%
457
+2
524
$34K 0.01%
1,165
-63
525
$33K 0.01%
482
+6
19 20
21
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