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
$1.75B
AUM Growth
-$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$7.47M
3
+$1.56M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.35M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.26M

Top Sells

1
+$200M
2
+$25.5M
3
+$12.3M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$12.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.4M

Sector Composition

1 Consumer Discretionary 10.37%
2 Real Estate 7.16%
3 Financials 0.74%
4 Healthcare 0.49%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$18K ﹤0.01%
100
77
$7K ﹤0.01%
100
78
$6K ﹤0.01%
100
79
$5K ﹤0.01%
104
80
$2K ﹤0.01%
100
81
$2K ﹤0.01%
30
82
– –
-2,499
83
– –
-2,119
1 2 3
4