SLF

Sun Life Financial Portfolio holdings

AUM $1.83B
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$950M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$1.73M
3
+$569K
4
AAPL icon
Apple
AAPL
+$172K
5
VRTV
VERITIV CORPORATION
VRTV
+$132K

Top Sells

1
+$5.16M
2
+$3.39M
3
+$1.86M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.57M
5
GT icon
Goodyear
GT
+$1.51M

Sector Composition

1 Financials 4.26%
2 Industrials 2.85%
3 Healthcare 2.78%
4 Energy 2.47%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.15M 0.33%
63,061
-12,151
52
$3.14M 0.33%
26,524
-5,306
53
$3.12M 0.33%
24,489
-4,896
54
$3.07M 0.32%
69,182
-18,015
55
$2.92M 0.31%
110,100
-2,250
56
$2.92M 0.31%
30,980
-6,626
57
$2.92M 0.31%
31,068
-7,579
58
$2.9M 0.3%
44,782
-10,569
59
$2.85M 0.3%
50,317
-11,981
60
$2.84M 0.3%
141,731
-7,449
61
$2.8M 0.29%
30,069
-6,975
62
$2.7M 0.28%
101,455
-27,119
63
$2.68M 0.28%
62,838
-14,428
64
$2.6M 0.27%
126,768
-6,663
65
$2.58M 0.27%
25,037
-5,740
66
$2.52M 0.26%
72,969
-15,393
67
$2.51M 0.26%
40,149
-8,188
68
$2.46M 0.26%
27,673
-10,575
69
$2.26M 0.24%
57,914
-14,887
70
$2.23M 0.23%
59,785
-3,142
71
$2.21M 0.23%
28,875
-6,612
72
$2.16M 0.23%
23,450
-5,403
73
$2.16M 0.23%
34,422
-13,151
74
$2.11M 0.22%
149,070
-63,070
75
$2.09M 0.22%
69,755
1 2
3
4