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
$728M
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$97.8M
2
+$92.9M
3
+$27.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.2M

Top Sells

1
+$27.6M
2
+$9.52M
3
+$6.86M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.39M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.62M

Sector Composition

1 Financials 2.04%
2 Healthcare 1.5%
3 Industrials 1.43%
4 Communication Services 1.27%
5 Consumer Staples 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$814K 0.11%
25,587
-8,288
77
$793K 0.11%
20,963
-6,791
78
$763K 0.1%
8,680
-2,812
79
$673K 0.09%
14,079
-4,560
80
$669K 0.09%
24,259
-7,858
81
$533K 0.07%
7,891
-2,557
82
$527K 0.07%
10,863
-3,519
83
$500K 0.07%
52,272
-16,932
84
$491K 0.07%
+9,902
85
$473K 0.06%
10,125
-3,280
86
$421K 0.06%
11,031
-3,573
87
$414K 0.06%
16,442
-5,326
88
$385K 0.05%
+12,376
89
$326K 0.04%
+2,950
90
$241K 0.03%
+36,560
91
$131K 0.02%
+1,833
92
$112K 0.02%
2,851
-924
93
$87K 0.01%
+2,188
94
$74K 0.01%
+530
95
$74K 0.01%
+2,200
96
$61K 0.01%
+2,400
97
$53K 0.01%
+800
98
$45K 0.01%
1,338
-434
99
$37K 0.01%
+370
100
$33K ﹤0.01%
921
-299
1 2 3
4
5