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
$841M
AUM Growth
+$790M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$532K
3
+$462K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$459K
5
SHPG
Shire pic
SHPG
+$382K

Top Sells

1
+$18.3M
2
+$11.4M
3
+$8.35M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.58M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.29M

Sector Composition

1 Financials 1.34%
2 Healthcare 0.68%
3 Industrials 0.6%
4 Communication Services 0.49%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$634K 0.07%
20,127
-12,477
52
$632K 0.07%
18,930
-13,302
53
$617K 0.07%
4,211
-2,611
54
$611K 0.07%
7,215
-4,473
55
$593K 0.07%
11,619
-7,202
56
$587K 0.07%
4,932
-3,058
57
$561K 0.07%
3,877
-3,255
58
$560K 0.07%
7,110
-4,408
59
$559K 0.07%
10,012
-7,181
60
$541K 0.06%
6,650
-4,122
61
$538K 0.06%
12,538
-7,772
62
$526K 0.06%
16,106
-9,986
63
$524K 0.06%
3,811
-2,363
64
$516K 0.06%
20,378
-12,632
65
$506K 0.06%
4,774
-2,960
66
$505K 0.06%
3,888
-2,410
67
$502K 0.06%
420
68
$499K 0.06%
7,729
-4,792
69
$499K 0.06%
12,368
-7,667
70
$483K 0.06%
20,100
+1,300
71
$468K 0.06%
3,147
-1,951
72
$468K 0.06%
33,417
+1,242
73
$452K 0.05%
9,976
-7,440
74
$439K 0.05%
7,989
-4,952
75
$430K 0.05%
4,394
-2,724
1 2
3
4 5