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
$398M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$832K
3
+$762K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$396K
5
INGR icon
Ingredion
INGR
+$387K

Top Sells

1
+$13.2M
2
+$2.63M
3
+$1.27M
4
T icon
AT&T
T
+$1.26M
5
KIM icon
Kimco Realty
KIM
+$1.16M

Sector Composition

1 Financials 3.85%
2 Healthcare 3.26%
3 Industrials 3.01%
4 Technology 2.81%
5 Real Estate 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$6K ﹤0.01%
161
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577
$6K ﹤0.01%
109
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50
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579
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581
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100
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584
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585
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589
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$4K ﹤0.01%
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$4K ﹤0.01%
104
594
$4K ﹤0.01%
29
-1,767
595
$4K ﹤0.01%
235
-263
596
$4K ﹤0.01%
312
-345
597
$4K ﹤0.01%
179
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598
$4K ﹤0.01%
100
599
$4K ﹤0.01%
83
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600
$4K ﹤0.01%
152
-166
22 23
24
25 26