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
$474M
AUM Growth
-$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$964K
3
+$426K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$309K
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$293K

Top Sells

1
+$11.5M
2
+$6.26M
3
+$5.85M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.66M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.16M

Sector Composition

1 Financials 4.29%
2 Healthcare 4.18%
3 Industrials 3.39%
4 Real Estate 3.36%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$29K 0.01%
393
+1
502
$29K 0.01%
984
+4
503
$29K 0.01%
+1,388
504
$29K 0.01%
314
505
$29K 0.01%
517
+2
506
$29K 0.01%
738
+3
507
$29K 0.01%
252
508
$28K 0.01%
466
-1
509
$28K 0.01%
1,296
+220
510
$28K 0.01%
647
+3
511
$28K 0.01%
429
+2
512
$28K 0.01%
+1,970
513
$28K 0.01%
690
-2
514
$28K 0.01%
469
+3
515
$28K 0.01%
1,680
+5
516
$28K 0.01%
238
517
$28K 0.01%
147
+1
518
$27K 0.01%
2,248
-8
519
$27K 0.01%
1,214
-1
520
$27K 0.01%
168
521
$27K 0.01%
+212
522
$27K 0.01%
545
+3
523
$27K 0.01%
799
+6
524
$27K 0.01%
707
-6
525
$26K 0.01%
2,269
19 20
21
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