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
$551M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.39M
3
+$1.3M
4
PFG icon
Principal Financial Group
PFG
+$1.25M
5
CCI icon
Crown Castle
CCI
+$1.21M

Top Sells

1
+$85.2M
2
+$48M
3
+$39.2M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.78M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.89M

Sector Composition

1 Financials 4.2%
2 Healthcare 4.12%
3 Industrials 3.58%
4 Consumer Staples 3.31%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$33K 0.01%
542
+14
527
$33K 0.01%
968
+13
528
$32K 0.01%
1,347
+92
529
$32K 0.01%
427
+7
530
$32K 0.01%
174
+3
531
$32K 0.01%
980
+31
532
$32K 0.01%
314
+6
533
$32K 0.01%
515
+15
534
$31K 0.01%
442
-36
535
$31K 0.01%
120
-1
536
$31K 0.01%
750
+9
537
$31K 0.01%
311
+3
538
$31K 0.01%
851
+8
539
$31K 0.01%
175
+3
540
$30K 0.01%
308
+3
541
$30K 0.01%
3,350
542
$30K 0.01%
347
-2,427
543
$30K 0.01%
218
+4
544
$30K 0.01%
211
+2
545
$30K 0.01%
466
+67
546
$30K 0.01%
305
+5
547
$30K 0.01%
1,675
+15
548
$30K 0.01%
735
+10
549
$30K 0.01%
238
+2
550
$29K 0.01%
+2,256
20 21
22
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