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
$1.98B
AUM Growth
+$826M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Sells

1 +$15.3M
2 +$5.3M
3 +$2.22M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.22M
5
CPT icon
Camden Property Trust
CPT
+$2.09M

Sector Composition

1 Consumer Discretionary 11.37%
2 Real Estate 6.1%
3 Healthcare 0.33%
4 Industrials 0.28%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$17K ﹤0.01%
100
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$6K ﹤0.01%
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78
$6K ﹤0.01%
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$4K ﹤0.01%
104
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$2K ﹤0.01%
100
81
$2K ﹤0.01%
30
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