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
$841M
AUM Growth
+$790M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$532K
3
+$462K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$459K
5
SHPG
Shire pic
SHPG
+$382K

Top Sells

1
+$18.3M
2
+$11.4M
3
+$8.35M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.58M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.29M

Sector Composition

1 Financials 1.34%
2 Healthcare 0.68%
3 Industrials 0.6%
4 Communication Services 0.49%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$400K 0.05%
3,930
-2,436
77
$396K 0.05%
22,502
-13,950
78
$384K 0.05%
7,114
-4,410
79
$382K 0.05%
5,465
-3,388
80
$382K 0.05%
+2,073
81
$360K 0.04%
6,081
-3,770
82
$359K 0.04%
3,100
+150
83
$348K 0.04%
11,806
-7,319
84
$338K 0.04%
9,492
-5,884
85
$332K 0.04%
6,374
-3,952
86
$301K 0.04%
11,585
-7,182
87
$296K 0.04%
4,919
-3,049
88
$295K 0.03%
23,668
-14,672
89
$288K 0.03%
10,984
-8,169
90
$270K 0.03%
3,567
-2,211
91
$255K 0.03%
10,000
92
$240K 0.03%
36,560
93
$226K 0.03%
4,995
-3,096
94
$216K 0.03%
7,445
-4,615
95
$200K 0.02%
4,584
-2,842
96
$188K 0.02%
133
97
$110K 0.01%
4,125
98
$103K 0.01%
+4,000
99
$73K 0.01%
530
100
$72K 0.01%
1,837
-351
2 3
4
5 6