SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.2M
AUM Growth
-$965M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$838K
2
+$698K
3
+$449K
4
PSA icon
Public Storage
PSA
+$253K
5
KMB icon
Kimberly-Clark
KMB
+$60K

Top Sells

1
+$271M
2
+$74.1M
3
+$71.2M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$53.5M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$41.3M

Sector Composition

1 Utilities 4.51%
2 Real Estate 3.64%
3 Financials 3.57%
4 Consumer Discretionary 3.06%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$33.2K 0.3%
1,771
-27,769
52
$33.1K 0.3%
1,886
-4,400
53
$31.5K 0.28%
7,684
-55,334
54
$31.5K 0.28%
7,970
-54,936
55
$30.1K 0.27%
1,377
-21,243
56
$29.3K 0.26%
1,900
-25,068
57
$27.9K 0.25%
1,815
-32,252
58
$27.7K 0.25%
1,726
-18,463
59
$26.9K 0.24%
1,235
-1,073
60
$26.6K 0.24%
1,842
-23,500
61
$24.7K 0.22%
1,956
-16,103
62
$24.4K 0.22%
1,100
-22,935
63
$23.9K 0.21%
1,853
-16,929
64
$23.2K 0.21%
1,475
+756
65
$22.9K 0.2%
3,606
-39,336
66
$22.6K 0.2%
1,808
-16,301
67
$22.3K 0.2%
1,503
-17,522
68
$21.8K 0.2%
1,231
-21,085
69
$21.4K 0.19%
1,112
-41,253
70
$20.8K 0.19%
2,070
-11,900
71
$20K 0.18%
1,051
-8,670
72
$19.6K 0.18%
2,238
-16,186
73
$19.2K 0.17%
2,299
-12,447
74
$18.9K 0.17%
1,981
-6,491
75
$18.7K 0.17%
964
-18,216
1 2
3
4 5