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
$388M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1M
3
+$1M
4
MAC icon
Macerich
MAC
+$964K
5
CVS icon
CVS Health
CVS
+$945K

Top Sells

1
+$29.2M
2
+$1.77M
3
+$1.02M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$762K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$726K

Sector Composition

1 Financials 5.03%
2 Real Estate 4.36%
3 Healthcare 4.1%
4 Industrials 3.03%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$9K ﹤0.01%
63
527
$9K ﹤0.01%
118
+1
528
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282
+3
529
$9K ﹤0.01%
304
+2
530
$9K ﹤0.01%
90
531
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136
+1
532
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153
+1
533
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490
534
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190
535
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74
+1
536
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389
-3
537
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198
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43
539
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335
-5
540
$8K ﹤0.01%
113
541
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58
-2
542
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543
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71
545
$8K ﹤0.01%
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546
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210
+1
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$8K ﹤0.01%
76
548
$8K ﹤0.01%
153
-2
549
$8K ﹤0.01%
90
+1
550
$8K ﹤0.01%
64
-1
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