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
$551M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.39M
3
+$1.3M
4
PFG icon
Principal Financial Group
PFG
+$1.25M
5
CCI icon
Crown Castle
CCI
+$1.21M

Top Sells

1
+$85.2M
2
+$48M
3
+$39.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.78M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.89M

Sector Composition

1 Financials 4.2%
2 Healthcare 4.12%
3 Industrials 3.58%
4 Consumer Staples 3.31%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$699K 0.13%
11,481
-15,235
102
$695K 0.13%
3,101
+15
103
$676K 0.12%
9,768
-888
104
$652K 0.12%
3,147
+20
105
$628K 0.11%
11,939
+57
106
$615K 0.11%
7,652
-1,773
107
$613K 0.11%
6,978
+224
108
$613K 0.11%
12,016
+76
109
$605K 0.11%
28,622
+178
110
$600K 0.11%
12,682
+52
111
$581K 0.11%
11,174
+70
112
$560K 0.1%
44,686
-17
113
$558K 0.1%
2,505
+21
114
$551K 0.1%
31,462
+196
115
$548K 0.1%
13,217
+1,051
116
$543K 0.1%
18,274
+15,636
117
$535K 0.1%
6,302
+39
118
$531K 0.1%
4,869
+1,259
119
$517K 0.09%
14,016
-3,191
120
$515K 0.09%
31,260
+195
121
$510K 0.09%
34,200
+213
122
$509K 0.09%
8,279
+52
123
$507K 0.09%
18,236
+114
124
$498K 0.09%
7,857
+702
125
$496K 0.09%
6,918
+12
3 4
5
6 7