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
551
$22K ﹤0.01%
8,378
+42
552
$22K ﹤0.01%
537
-1
553
$22K ﹤0.01%
2,528
-17,663
554
$21K ﹤0.01%
287
-1
555
$21K ﹤0.01%
880
+6
556
$21K ﹤0.01%
176
+1
557
$21K ﹤0.01%
349
+1
558
$21K ﹤0.01%
901
-264
559
$20K ﹤0.01%
1,553
+8
560
$20K ﹤0.01%
213
+2
561
$20K ﹤0.01%
944
+5
562
$20K ﹤0.01%
3,319
-16,058
563
$19K ﹤0.01%
3,250
+15
564
$19K ﹤0.01%
399
+1
565
$19K ﹤0.01%
723
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566
$19K ﹤0.01%
337
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567
$19K ﹤0.01%
247
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568
$19K ﹤0.01%
179
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569
$19K ﹤0.01%
394
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570
$18K ﹤0.01%
532
+4
571
$18K ﹤0.01%
351
+1
572
$18K ﹤0.01%
100
573
$18K ﹤0.01%
606
-2
574
$17K ﹤0.01%
401
+2
575
$17K ﹤0.01%
324
+5
21 22
23
24 25