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
$40.2M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$363K
2
+$107K
3
+$103K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$99.6K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$70.3K

Top Sells

1
+$20.4K
2
+$14K
3
+$12K
4
LUMN icon
Lumen
LUMN
+$10K
5
DOC icon
Healthpeak Properties
DOC
+$7.56K

Sector Composition

1 Technology 0.19%
2 Utilities 0.18%
3 Consumer Discretionary 0.15%
4 Financials 0.12%
5 Real Estate 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8K 0.02%
+292
52
$7.64K 0.02%
260
+42
53
$7.48K 0.02%
280
+75
54
$7.14K 0.02%
253
-76
55
$6.83K 0.02%
333
+12
56
$6.48K 0.01%
275
+44
57
$6K 0.01%
+232
58
$5.86K 0.01%
242
+237
59
$5.83K 0.01%
369
+340
60
$5.63K 0.01%
280
+59
61
$5.46K 0.01%
173
+17
62
$5.4K 0.01%
127
+7
63
$5.4K 0.01%
+720
64
$5K 0.01%
222
+38
65
$4.96K 0.01%
323
+85
66
$4.96K 0.01%
284
+24
67
$4.57K 0.01%
+2,208
68
$4.37K 0.01%
284
+91
69
$4.36K 0.01%
357
+156
70
$4.36K 0.01%
308
+95
71
$4.24K 0.01%
283
+13
72
$4.17K 0.01%
275
+15
73
$4K 0.01%
+274
74
$3.96K 0.01%
244
+236
75
$3.74K 0.01%
267
+25
1 2
3
4 5