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
$1.25B
AUM Growth
-$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$4.06M
3
+$649K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$142K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$54.5K

Top Sells

1
+$470K
2
+$455K
3
+$441K
4
TMO icon
Thermo Fisher Scientific
TMO
+$316K
5
V icon
Visa
V
+$247K

Sector Composition

1 Real Estate 8.95%
2 Consumer Discretionary 6.41%
3 Financials 1.57%
4 Healthcare 0.42%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$475K 0.04%
2,770
-542
52
$449K 0.04%
4,953
+212
53
$449K 0.04%
4,059
-795
54
$421K 0.03%
4,552
-891
55
$421K 0.03%
2,605
-510
56
$405K 0.03%
2,077
-407
57
$374K 0.03%
18,925
58
$325K 0.03%
4,920
-968
59
$325K 0.03%
1,206
-236
60
$318K 0.03%
9,488
-350
61
$275K 0.02%
7,484
-1,466
62
$264K 0.02%
3,755
-1,999
63
$244K 0.02%
1,739
-493
64
$243K 0.02%
5,550
65
$232K 0.02%
2,219
-918
66
$206K 0.02%
3,233
-633
67
$201K 0.02%
2,333
-456
68
$103K 0.01%
1,633
-320
69
$98K 0.01%
2,750
-538
70
$52K ﹤0.01%
289
71
– –
-9,724
1 2
3