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
$950M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$1.73M
3
+$569K
4
AAPL icon
Apple
AAPL
+$172K
5
VRTV
VERITIV CORPORATION
VRTV
+$132K

Top Sells

1
+$5.16M
2
+$3.39M
3
+$1.86M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.57M
5
GT icon
Goodyear
GT
+$1.51M

Sector Composition

1 Financials 4.26%
2 Industrials 2.85%
3 Healthcare 2.78%
4 Energy 2.47%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.06M 0.22%
24,755
-5,929
77
$1.92M 0.2%
46,890
-2,465
78
$1.42M 0.15%
164,325
-37,344
79
$1.34M 0.14%
19,475
80
$546K 0.06%
19,700
81
$292K 0.03%
8,132
-427
82
$132K 0.01%
+2,627
83
– –
-43,995
84
– –
-7,757
85
– –
-76,553
86
– –
-9,337
87
– –
-12,264
88
– –
-581,696
1 2 3
4