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
$398M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$832K
3
+$762K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$396K
5
INGR icon
Ingredion
INGR
+$387K

Top Sells

1
+$13.2M
2
+$2.63M
3
+$1.27M
4
T icon
AT&T
T
+$1.26M
5
KIM icon
Kimco Realty
KIM
+$1.16M

Sector Composition

1 Financials 3.85%
2 Healthcare 3.26%
3 Industrials 3.01%
4 Technology 2.81%
5 Real Estate 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$499K 0.13%
28,631
102
$490K 0.12%
17,475
+1,700
103
$490K 0.12%
4,188
104
$488K 0.12%
15,708
-17,570
105
$487K 0.12%
18,829
106
$482K 0.12%
15,301
107
$477K 0.12%
6,395
108
$474K 0.12%
28,256
-31,282
109
$472K 0.12%
3,391
-2,546
110
$469K 0.12%
16,368
-18,150
111
$468K 0.12%
14,142
+9,790
112
$466K 0.12%
6,368
113
$465K 0.12%
3,447
114
$465K 0.12%
4,419
115
$465K 0.12%
8,920
-3,220
116
$458K 0.12%
4,012
-1,446
117
$450K 0.11%
8,875
118
$442K 0.11%
23,179
-1,212
119
$441K 0.11%
8,144
120
$433K 0.11%
5,303
121
$429K 0.11%
10,879
-2,127
122
$429K 0.11%
1,998
-233
123
$428K 0.11%
9,110
124
$426K 0.11%
15,547
+6,319
125
$400K 0.1%
4,680
3 4
5
6 7