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
$388M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.02M
3
+$1.01M
4
CCL icon
Carnival Corp
CCL
+$974K
5
MAC icon
Macerich
MAC
+$965K

Top Sells

1
+$29.3M
2
+$1.78M
3
+$968K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$762K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$736K

Sector Composition

1 Financials 5.03%
2 Real Estate 4.36%
3 Healthcare 4.1%
4 Industrials 3.03%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$484K 0.12%
6,881
+1,065
102
$481K 0.12%
2,160
+162
103
$477K 0.12%
+5,335
104
$470K 0.12%
17,475
105
$463K 0.12%
16,974
+96
106
$463K 0.12%
14,958
-3,508
107
$462K 0.12%
8,190
+46
108
$456K 0.12%
24,280
+137
109
$450K 0.12%
6,072
-1,036
110
$447K 0.12%
8,569
+48
111
$443K 0.11%
3,159
-288
112
$439K 0.11%
8,972
+52
113
$437K 0.11%
7,278
-656
114
$426K 0.11%
8,925
+50
115
$424K 0.11%
3,284
-107
116
$414K 0.11%
4,212
+24
117
$414K 0.11%
6,404
+36
118
$413K 0.11%
21,123
-7,508
119
$412K 0.11%
14,222
+80
120
$398K 0.1%
32,772
+1,466
121
$391K 0.1%
3,752
-1,907
122
$389K 0.1%
+13,439
123
$389K 0.1%
3,763
-249
124
$389K 0.1%
5,333
+30
125
$387K 0.1%
9,956
-923
3 4
5
6 7