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
$398M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$832K
3
+$762K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$396K
5
INGR icon
Ingredion
INGR
+$387K

Top Sells

1
+$13.2M
2
+$2.63M
3
+$1.27M
4
T icon
AT&T
T
+$1.26M
5
KIM icon
Kimco Realty
KIM
+$1.16M

Sector Composition

1 Financials 3.85%
2 Healthcare 3.26%
3 Industrials 3.01%
4 Technology 2.81%
5 Real Estate 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$574K 0.14%
8,028
-1,743
77
$572K 0.14%
15,922
78
$566K 0.14%
8,468
-9,410
79
$564K 0.14%
3,530
-3,919
80
$558K 0.14%
13,594
-15,225
81
$546K 0.14%
9,758
-1,593
82
$541K 0.14%
9,333
83
$540K 0.14%
25,936
+7,086
84
$539K 0.14%
6,152
-6,829
85
$539K 0.14%
6,596
-1,881
86
$538K 0.14%
24,143
+10,621
87
$537K 0.14%
38,842
-43,527
88
$536K 0.13%
31,306
+17,088
89
$530K 0.13%
12,377
-13,677
90
$530K 0.13%
2,599
-399
91
$528K 0.13%
17,041
92
$522K 0.13%
10,172
93
$514K 0.13%
7,605
-8,419
94
$513K 0.13%
37,510
+4,013
95
$511K 0.13%
22,621
-25,213
96
$508K 0.13%
10,105
-13,275
97
$508K 0.13%
16,878
98
$505K 0.13%
28,442
-31,775
99
$502K 0.13%
7,934
-1,038
100
$500K 0.13%
13,036
-14,467
2 3
4
5 6