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
$453M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$2.18M
3
+$1.7M
4
WY icon
Weyerhaeuser
WY
+$1.61M
5
SLB icon
SLB Ltd
SLB
+$1.35M

Top Sells

1
+$47.7M
2
+$8.42M
3
+$7.92M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.58M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.95M

Sector Composition

1 Financials 4.55%
2 Real Estate 4.36%
3 Healthcare 3.69%
4 Industrials 3.38%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$12K ﹤0.01%
89
-65
577
$12K ﹤0.01%
265
-174
578
$12K ﹤0.01%
365
-241
579
$12K ﹤0.01%
172
-91
580
$12K ﹤0.01%
389
-242
581
$11K ﹤0.01%
477
-307
582
$11K ﹤0.01%
280
-181
583
$11K ﹤0.01%
614
-393
584
$11K ﹤0.01%
340
-232
585
$11K ﹤0.01%
231
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586
$10K ﹤0.01%
20
-12
587
$10K ﹤0.01%
104
-42
588
$10K ﹤0.01%
223
-139
589
$10K ﹤0.01%
+275
590
$10K ﹤0.01%
186
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591
$10K ﹤0.01%
661
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592
$10K ﹤0.01%
375
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593
$9K ﹤0.01%
237
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594
$9K ﹤0.01%
174
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595
$9K ﹤0.01%
362
-241
596
$8K ﹤0.01%
498
-396
597
$8K ﹤0.01%
182
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598
$8K ﹤0.01%
588
-357
599
$8K ﹤0.01%
657
-401
600
$7K ﹤0.01%
199
-134
22 23
24
25 26