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
$51.5M
AUM Growth
-$677M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$561K
3
+$116K
4
DLTR icon
Dollar Tree
DLTR
+$108K
5
GD icon
General Dynamics
GD
+$106K

Top Sells

1
+$87.7M
2
+$79.7M
3
+$6.22M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.27M
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$3.09M

Sector Composition

1 Financials 1.13%
2 Industrials 0.73%
3 Consumer Discretionary 0.58%
4 Technology 0.44%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22.6K 0.04%
425,325
+28,181
52
$20.2K 0.04%
365,051
+14,482
53
$19.8K 0.04%
+347,100
54
$13.3K 0.03%
214,655
+13,965
55
$10.5K 0.02%
211,564
-744
56
$7.95K 0.02%
+295,020
57
$6.84K 0.01%
266,666
-66,667
58
$6.1K 0.01%
+133,752
59
$5.42K 0.01%
102,075
60
$5.41K 0.01%
120,795
+7,383
61
$5.08K 0.01%
210
62
$4.61K 0.01%
147,050
+59,975
63
$4.37K 0.01%
142,326
+13,026
64
$4.16K 0.01%
8
-22
65
$3.59K 0.01%
+136,675
66
$3.23K 0.01%
+25,000
67
$3.16K 0.01%
+107,347
68
$2.49K ﹤0.01%
+103,100
69
$2.42K ﹤0.01%
+95,000
70
$2.2K ﹤0.01%
59,100
-21,480
71
$2.1K ﹤0.01%
+83,929
72
$2.02K ﹤0.01%
52,980
-19,240
73
$2.02K ﹤0.01%
74,068
-26,916
74
$1.76K ﹤0.01%
+60,600
75
$1.68K ﹤0.01%
89,326
-32,461
1 2
3
4 5