SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
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
+$1.03M
2
+$1M
3
+$1M
4
MAC icon
Macerich
MAC
+$964K
5
CVS icon
CVS Health
CVS
+$945K

Top Sells

1
+$29.2M
2
+$1.77M
3
+$1.02M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$762K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$726K

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
501
$10K ﹤0.01%
225
+4
502
$10K ﹤0.01%
+61
503
$10K ﹤0.01%
73
+1
504
$10K ﹤0.01%
133
+19
505
$10K ﹤0.01%
+112
506
$10K ﹤0.01%
165
507
$10K ﹤0.01%
797
+28
508
$10K ﹤0.01%
239
+1
509
$10K ﹤0.01%
+30
510
$10K ﹤0.01%
195
-4
511
$10K ﹤0.01%
92
512
$10K ﹤0.01%
68
513
$10K ﹤0.01%
184
-5
514
$10K ﹤0.01%
292
+2
515
$10K ﹤0.01%
101
516
$10K ﹤0.01%
40
517
$10K ﹤0.01%
422
+5
518
$9K ﹤0.01%
323
+1
519
$9K ﹤0.01%
541
-27,715
520
$9K ﹤0.01%
148
+13
521
$9K ﹤0.01%
180
+1
522
$9K ﹤0.01%
110
-1
523
$9K ﹤0.01%
107
524
$9K ﹤0.01%
291
+5
525
$9K ﹤0.01%
590
+5
19 20
21
22 23