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
$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
State Street Technology Select Sector SPDR ETF
XLK
+$4.78M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
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
126
$496K 0.09%
16,317
+102
127
$495K 0.09%
5,555
+1,333
128
$492K 0.09%
14,922
+883
129
$492K 0.09%
18,115
+1,921
130
$490K 0.09%
3,559
+22
131
$482K 0.09%
2,478
132
$470K 0.09%
66,960
+1,120
133
$469K 0.09%
15,775
-500
134
$467K 0.08%
4,144
+26
135
$464K 0.08%
6,480
+334
136
$454K 0.08%
12,150
+92
137
$453K 0.08%
14,761
+1,700
138
$451K 0.08%
+12,786
139
$450K 0.08%
11,696
-5,684
140
$446K 0.08%
13,248
+82
141
$445K 0.08%
25,549
+160
142
$444K 0.08%
11,870
+70
143
$442K 0.08%
9,875
+61
144
$442K 0.08%
10,801
-2,231
145
$440K 0.08%
10,066
+63
146
$439K 0.08%
6,402
+40
147
$435K 0.08%
3,892
+48
148
$433K 0.08%
5,247
+33
149
$414K 0.08%
9,015
+56
150
$410K 0.07%
2,760
+17
4 5
6
7 8