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
$40.2M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1 +$363K
2 +$107K
3 +$103K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$99.6K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$70.3K

Top Sells

1 +$20.4K
2 +$14K
3 +$12K
4
LUMN icon
Lumen
LUMN
+$10K
5
DOC icon
Healthpeak Properties
DOC
+$7.56K

Sector Composition

1 Technology 0.19%
2 Utilities 0.18%
3 Consumer Discretionary 0.15%
4 Financials 0.12%
5 Real Estate 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$3.72K 0.01%
564
+152
77
$3.71K 0.01%
252
+202
78
$3.59K 0.01%
654
+375
79
$3.58K 0.01%
113
-7
80
$3.5K 0.01%
210
-2
81
$3.5K 0.01%
188
-93
82
$3.45K 0.01%
283
+71
83
$3.39K 0.01%
383
+112
84
$3.35K 0.01%
301
+17
85
$3.3K 0.01%
205
+184
86
$3.2K 0.01%
+101
87
$3.1K 0.01%
200
+195
88
$2.99K 0.01%
232
+27
89
$2.92K 0.01%
173
+154
90
$2.91K 0.01%
226
+214
91
$2.83K 0.01%
1,628
+304
92
$2.78K 0.01%
262
+245
93
$2.75K 0.01%
215
+152
94
$2.73K 0.01%
293
-68
95
$2.56K 0.01%
96
-80
96
$2.55K 0.01%
92
-171
97
$2.47K 0.01%
293
-45
98
$2.43K 0.01%
135
+1
99
$2.42K 0.01%
301
+253
100
$2.2K ﹤0.01%
204
-78