SLF

Sun Life Financial Portfolio holdings

AUM $1.96B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$832K
3
+$762K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$396K
5
INGR icon
Ingredion
INGR
+$387K

Top Sells

1
+$13.2M
2
+$2.63M
3
+$1.27M
4
T icon
AT&T
T
+$1.26M
5
KIM icon
Kimco Realty
KIM
+$1.16M

Sector Composition

1 Financials 3.85%
2 Healthcare 3.26%
3 Industrials 3.01%
4 Technology 2.81%
5 Real Estate 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$731K 0.18%
23,571
-26,193
52
$722K 0.18%
34,570
-38,528
53
$721K 0.18%
4,989
-842
54
$707K 0.18%
12,382
-13,740
55
$706K 0.18%
22,078
-24,635
56
$697K 0.18%
8,546
-9,502
57
$693K 0.17%
11,960
-13,487
58
$689K 0.17%
8,909
-9,905
59
$643K 0.16%
11,785
-5,066
60
$632K 0.16%
34,675
-38,606
61
$630K 0.16%
10,884
62
$628K 0.16%
18,763
-20,705
63
$626K 0.16%
6,200
-6,960
64
$612K 0.15%
24,527
-4,396
65
$612K 0.15%
18,427
66
$610K 0.15%
36,358
-40,200
67
$608K 0.15%
11,810
-13,046
68
$602K 0.15%
30,289
-33,635
69
$596K 0.15%
7,108
-1,508
70
$592K 0.15%
5,086
-860
71
$592K 0.15%
5,659
72
$588K 0.15%
6,267
73
$583K 0.15%
18,466
74
$579K 0.15%
11,657
-13,157
75
$577K 0.15%
6,534
-7,257
1 2
3
4 5