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
$474M
AUM Growth
-$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$964K
3
+$426K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$309K
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$293K

Top Sells

1
+$11.5M
2
+$6.26M
3
+$5.85M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.66M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.16M

Sector Composition

1 Financials 4.29%
2 Healthcare 4.18%
3 Industrials 3.39%
4 Real Estate 3.36%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$26K 0.01%
1,759
+9
527
$26K 0.01%
323
+3
528
$26K 0.01%
952
+3
529
$26K 0.01%
951
-6
530
$26K 0.01%
308
+1
531
$26K 0.01%
988
+6
532
$25K 0.01%
848
+6
533
$25K 0.01%
850
-1
534
$25K 0.01%
1,003
+4
535
$25K 0.01%
119
+1
536
$25K 0.01%
1,326
+5
537
$25K 0.01%
976
+8
538
$24K 0.01%
203
+2
539
$24K 0.01%
306
+1
540
$24K 0.01%
231
+1
541
$24K 0.01%
303
+4
542
$23K ﹤0.01%
445
+3
543
$23K ﹤0.01%
120
544
$23K ﹤0.01%
243
+4
545
$23K ﹤0.01%
156
+1
546
$23K ﹤0.01%
615
-2
547
$22K ﹤0.01%
262
548
$22K ﹤0.01%
465
-1
549
$22K ﹤0.01%
1,055
+2
550
$22K ﹤0.01%
1,208
+3
20 21
22
23 24