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
601
$4K ﹤0.01%
128
-139
602
$3K ﹤0.01%
245
-26,154
603
$3K ﹤0.01%
87
-95
604
$3K ﹤0.01%
156
-170
605
$3K ﹤0.01%
174
-188
606
$2K ﹤0.01%
100
607
$2K ﹤0.01%
30
608
$1K ﹤0.01%
100
-110
609
– –
-121,472
610
– –
-3,906
611
– –
-199
612
– –
-1,613
613
– –
-2,395
614
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-237
615
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-3,862
616
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-1,769
617
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-588
618
– –
-27,099
619
– –
-3,375
620
– –
-10,012
621
– –
-2,143
622
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-3,575
623
– –
-4,210
624
– –
-626
625
– –
-13,007
22 23 24
25
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