SLF

Sun Life Financial Portfolio holdings

AUM $1.96B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
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
126
$810 ﹤0.01%
174
+6
127
$786 ﹤0.01%
89
+8
128
$786 ﹤0.01%
46
+3
129
$770 ﹤0.01%
86
+6
130
$768 ﹤0.01%
33
131
$750 ﹤0.01%
+41
132
$740 ﹤0.01%
18
+2
133
$740 ﹤0.01%
60
+7
134
$719 ﹤0.01%
10
+1
135
$714 ﹤0.01%
40
+3
136
$666 ﹤0.01%
33
137
$660 ﹤0.01%
97
+9
138
$657 ﹤0.01%
27
+1
139
$652 ﹤0.01%
9
140
$606 ﹤0.01%
26
+3
141
$588 ﹤0.01%
35
-1
142
$586 ﹤0.01%
8
143
$582 ﹤0.01%
23
+4
144
$579 ﹤0.01%
10
-1
145
$570 ﹤0.01%
18
+2
146
$561 ﹤0.01%
16
+4
147
$560 ﹤0.01%
26
-1
148
$554 ﹤0.01%
43
-2
149
$545 ﹤0.01%
18
+1
150
$540 ﹤0.01%
44
+5
4 5
6
7 8