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
101
$2.1K ﹤0.01%
206
+199
102
$1.92K ﹤0.01%
169
+3
103
$1.64K ﹤0.01%
215
+193
104
$1.62K ﹤0.01%
72
+10
105
$1.62K ﹤0.01%
442
+409
106
$1.5K ﹤0.01%
+358
107
$1.49K ﹤0.01%
89
-2
108
$1.47K ﹤0.01%
183
+15
109
$1.41K ﹤0.01%
249
+177
110
$1.31K ﹤0.01%
128
+97
111
$1.27K ﹤0.01%
180
+35
112
$1.11K ﹤0.01%
20
+18
113
$1.1K ﹤0.01%
22
+19
114
$1.04K ﹤0.01%
23
+2
115
$1.03K ﹤0.01%
172
+6
116
$1.01K ﹤0.01%
89
+11
117
$1K ﹤0.01%
+678
118
$1K ﹤0.01%
+19
119
$936 ﹤0.01%
42
+12
120
$914 ﹤0.01%
136
+119
121
$912 ﹤0.01%
16
+2
122
$901 ﹤0.01%
49
-3
123
$898 ﹤0.01%
36
124
$863 ﹤0.01%
44
125
$824 ﹤0.01%
35
-1
3 4
5
6 7