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
$1.75B
AUM Growth
-$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$7.47M
3
+$1.56M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.35M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.26M

Top Sells

1
+$200M
2
+$25.5M
3
+$12.3M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$12.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.4M

Sector Composition

1 Consumer Discretionary 10.37%
2 Real Estate 7.16%
3 Financials 0.74%
4 Healthcare 0.49%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$809K 0.05%
2,989
+701
52
$797K 0.05%
10,404
+2,440
53
$795K 0.05%
4,751
+1,044
54
$738K 0.04%
2,840
+667
55
$662K 0.04%
9,508
+2,232
56
$619K 0.04%
3,403
+799
57
$618K 0.04%
5,992
+1,408
58
$616K 0.04%
4,311
+1,012
59
$560K 0.03%
10,301
+2,418
60
$539K 0.03%
3,795
+891
61
$531K 0.03%
8,160
+2,522
62
$524K 0.03%
15,925
63
$523K 0.03%
1,467
+69
64
$514K 0.03%
6,805
+1,598
65
$495K 0.03%
2,528
+593
66
$366K 0.02%
10,016
+2,350
67
$362K 0.02%
2,448
+575
68
$327K 0.02%
2,449
+755
69
$323K 0.02%
3,934
+923
70
$292K 0.02%
+5,550
71
$173K 0.01%
3,346
+786
72
$144K 0.01%
1,988
+467
73
$123K 0.01%
2,470
74
$99K 0.01%
+1,156
75
$69K ﹤0.01%
289
1 2
3
4