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
576
$17K ﹤0.01%
1,165
-14,485
577
$17K ﹤0.01%
+975
578
$17K ﹤0.01%
380
+3
579
$16K ﹤0.01%
+226
580
$16K ﹤0.01%
784
+10
581
$16K ﹤0.01%
32
+1
582
$16K ﹤0.01%
154
+1
583
$16K ﹤0.01%
603
+8
584
$16K ﹤0.01%
569
-12,217
585
$16K ﹤0.01%
263
+2
586
$16K ﹤0.01%
631
-1
587
$15K ﹤0.01%
461
-2
588
$15K ﹤0.01%
318
+3
589
$15K ﹤0.01%
+608
590
$15K ﹤0.01%
439
591
$15K ﹤0.01%
282
-1
592
$14K ﹤0.01%
362
+2
593
$14K ﹤0.01%
302
+4
594
$14K ﹤0.01%
894
-1
595
$13K ﹤0.01%
146
+1
596
$13K ﹤0.01%
389
+2
597
$13K ﹤0.01%
656
-1
598
$13K ﹤0.01%
1,007
+11
599
$13K ﹤0.01%
292
-3,880
600
$12K ﹤0.01%
1,058
+4
22 23
24
25 26