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
$728M
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$97.8M
2
+$92.9M
3
+$27.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.2M

Top Sells

1
+$27.6M
2
+$9.52M
3
+$6.86M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.39M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.62M

Sector Composition

1 Financials 2.04%
2 Healthcare 1.5%
3 Industrials 1.43%
4 Communication Services 1.27%
5 Consumer Staples 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.17%
15,936
-5,162
52
$1.25M 0.17%
6,950
-2,251
53
$1.24M 0.17%
8,587
-2,782
54
$1.23M 0.17%
10,894
-3,529
55
$1.17M 0.16%
9,301
-3,013
56
$1.17M 0.16%
27,316
-8,849
57
$1.13M 0.15%
8,564
-2,774
58
$1.07M 0.15%
8,417
-2,727
59
$1.05M 0.14%
10,544
-3,415
60
$1.04M 0.14%
15,712
-5,089
61
$1.03M 0.14%
17,072
-5,530
62
$1.02M 0.14%
26,075
-8,447
63
$1.02M 0.14%
22,112
-7,163
64
$1.02M 0.14%
9,704
-3,143
65
$1.02M 0.14%
27,690
-8,969
66
$1.01M 0.14%
+24,970
67
$999K 0.14%
49,698
-16,099
68
$947K 0.13%
22,034
-7,138
69
$925K 0.13%
35,575
-11,524
70
$917K 0.13%
13,431
-4,351
71
$889K 0.12%
17,643
-5,716
72
$884K 0.12%
22,662
73
$876K 0.12%
12,070
-3,910
74
$859K 0.12%
+64,350
75
$844K 0.12%
+10,000
1 2
3
4 5