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
$762M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$78.8M
2
+$33.7M
3
+$6.06M
4
CPT icon
Camden Property Trust
CPT
+$3.34M
5
UDR icon
UDR
UDR
+$2.11M

Top Sells

1
+$7.45M
2
+$6.96M
3
+$4.66M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.06M
5
BXP icon
Boston Properties
BXP
+$3.62M

Sector Composition

1 Real Estate 15.78%
2 Technology 1.21%
3 Healthcare 1.21%
4 Financials 1%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3K ﹤0.01%
468
-8
502
$3K ﹤0.01%
30
503
$3K ﹤0.01%
78
504
$2K ﹤0.01%
99
-7
505
$2K ﹤0.01%
123
+1
506
$2K ﹤0.01%
89
-2
507
$2K ﹤0.01%
100
508
$2K ﹤0.01%
115
+4
509
$2K ﹤0.01%
112
+4
510
$1K ﹤0.01%
73
511
– –
-6,108
512
– –
-57,741
513
– –
-8,052
514
– –
-7,358
515
– –
-294
516
– –
-131
517
– –
-676
17 18 19 20
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