SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1M
3
+$1M
4
MAC icon
Macerich
MAC
+$964K
5
CVS icon
CVS Health
CVS
+$945K

Top Sells

1
+$29.2M
2
+$1.77M
3
+$1.02M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$762K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$726K

Sector Composition

1 Financials 5.03%
2 Real Estate 4.36%
3 Healthcare 4.1%
4 Industrials 3.03%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-7,587
627
– –
-13,893
628
– –
-37,510
629
– –
-1,191
630
– –
-2,541
631
– –
-138
632
– –
-2,896
633
– –
-132
634
– –
-142
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