SLF

Sun Life Financial Portfolio holdings

AUM $1.83B
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.2M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$363K
2
+$107K
3
+$103K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$99.6K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$70.3K

Top Sells

1
+$20.4K
2
+$14K
3
+$12K
4
LUMN icon
Lumen
LUMN
+$10K
5
DOC icon
Healthpeak Properties
DOC
+$7.56K

Sector Composition

1 Technology 0.19%
2 Utilities 0.18%
3 Consumer Discretionary 0.15%
4 Financials 0.12%
5 Real Estate 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$27 ﹤0.01%
6
-1
527
$26 ﹤0.01%
46
+8
528
$26 ﹤0.01%
20
529
$23 ﹤0.01%
5
530
$20 ﹤0.01%
135
+18
531
$19 ﹤0.01%
2
532
$15 ﹤0.01%
11
-1
533
$15 ﹤0.01%
350
+50
534
$14 ﹤0.01%
7
+1
535
– –
-1
536
– –
-5
537
– –
-183
538
– –
-1
539
– –
-8
540
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-4
541
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-15
542
– –
-12
543
– –
0
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