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
501
$10K ﹤0.01%
92
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502
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340
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505
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506
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507
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190
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508
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509
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101
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510
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73
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511
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513
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514
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128
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515
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107
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585
-655
518
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221
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519
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122
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520
$9K ﹤0.01%
769
-846
521
$9K ﹤0.01%
238
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522
$9K ﹤0.01%
279
-309
523
$9K ﹤0.01%
302
-334
524
$9K ﹤0.01%
135
-151
525
$9K ﹤0.01%
155
-169
19 20
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