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

Top Buys

1
+$1.04M
2
+$1.02M
3
+$1.01M
4
CCL icon
Carnival Corp
CCL
+$974K
5
MAC icon
Macerich
MAC
+$965K

Top Sells

1
+$29.3M
2
+$1.78M
3
+$968K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$762K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$736K

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%
148
+13
527
$9K ﹤0.01%
180
+1
528
$9K ﹤0.01%
107
529
$9K ﹤0.01%
291
+5
530
$9K ﹤0.01%
590
+5
531
$9K ﹤0.01%
63
532
$9K ﹤0.01%
118
+1
533
$9K ﹤0.01%
282
+3
534
$9K ﹤0.01%
304
+2
535
$9K ﹤0.01%
90
536
$9K ﹤0.01%
74
+1
537
$9K ﹤0.01%
389
-3
538
$9K ﹤0.01%
198
-1
539
$8K ﹤0.01%
419
-3
540
$8K ﹤0.01%
71
541
$8K ﹤0.01%
255
542
$8K ﹤0.01%
335
-5
543
$8K ﹤0.01%
113
544
$8K ﹤0.01%
58
-2
545
$8K ﹤0.01%
82
546
$8K ﹤0.01%
121
-1
547
$8K ﹤0.01%
210
+1
548
$8K ﹤0.01%
76
549
$8K ﹤0.01%
153
-2
550
$8K ﹤0.01%
90
+1
20 21
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