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
$398M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$832K
3
+$762K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$396K
5
INGR icon
Ingredion
INGR
+$387K

Top Sells

1
+$13.2M
2
+$2.63M
3
+$1.27M
4
T icon
AT&T
T
+$1.26M
5
KIM icon
Kimco Realty
KIM
+$1.16M

Sector Composition

1 Financials 3.85%
2 Healthcare 3.26%
3 Industrials 3.01%
4 Technology 2.81%
5 Real Estate 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$9K ﹤0.01%
89
-99
527
$9K ﹤0.01%
152
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528
$9K ﹤0.01%
68
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530
$9K ﹤0.01%
140
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531
$9K ﹤0.01%
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532
$9K ﹤0.01%
667
-725
533
$9K ﹤0.01%
290
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534
$9K ﹤0.01%
311
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535
$9K ﹤0.01%
392
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536
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$9K ﹤0.01%
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$8K ﹤0.01%
238
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539
$8K ﹤0.01%
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540
$8K ﹤0.01%
345
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541
$8K ﹤0.01%
60
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542
$8K ﹤0.01%
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543
$8K ﹤0.01%
422
-531
544
$8K ﹤0.01%
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545
$8K ﹤0.01%
63
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546
$8K ﹤0.01%
90
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547
$8K ﹤0.01%
237
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548
$8K ﹤0.01%
207
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549
$8K ﹤0.01%
88
-96
550
$7K ﹤0.01%
135
-148
20 21
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23 24