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
$388M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.02M
3
+$1.01M
4
CCL icon
Carnival Corp
CCL
+$974K
5
MAC icon
Macerich
MAC
+$965K

Top Sells

1
+$29.3M
2
+$1.78M
3
+$968K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$762K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$736K

Sector Composition

1 Financials 5.03%
2 Real Estate 4.36%
3 Healthcare 4.1%
4 Industrials 3.03%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$786K 0.2%
11,909
+11,781
77
$768K 0.2%
8,576
-812
78
$755K 0.19%
10,000
79
$751K 0.19%
13,680
-1,365
80
$661K 0.17%
4,820
-169
81
$615K 0.16%
6,303
+36
82
$605K 0.16%
24,666
+139
83
$592K 0.15%
15,831
-2,596
84
$578K 0.15%
11,728
-57
85
$575K 0.15%
15,388
+87
86
$556K 0.14%
16,012
+90
87
$554K 0.14%
26,083
+147
88
$551K 0.14%
4,664
-422
89
$550K 0.14%
10,230
+58
90
$542K 0.14%
7,395
-633
91
$528K 0.14%
8,941
-817
92
$525K 0.14%
6,129
-467
93
$525K 0.14%
17,138
+97
94
$520K 0.13%
2,250
+701
95
$515K 0.13%
9,386
+53
96
$506K 0.13%
18,936
+107
97
$497K 0.13%
396
+72
98
$494K 0.13%
6,431
+36
99
$493K 0.13%
2,387
-212
100
$486K 0.13%
10,147
+5,216
2 3
4
5 6