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
$453M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$2.18M
3
+$1.7M
4
WY icon
Weyerhaeuser
WY
+$1.61M
5
SLB icon
SLB Ltd
SLB
+$1.35M

Top Sells

1
+$47.7M
2
+$8.42M
3
+$7.92M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.58M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.95M

Sector Composition

1 Financials 4.55%
2 Real Estate 4.36%
3 Healthcare 3.69%
4 Industrials 3.38%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$405K 0.09%
2,395
-1,182
127
$402K 0.09%
1,627
-1,022
128
$401K 0.09%
9,962
-38,946
129
$397K 0.09%
9,979
+54
130
$396K 0.09%
4,983
-1,908
131
$393K 0.09%
13,640
+1,462
132
$389K 0.09%
4,680
+25
133
$380K 0.08%
+18,850
134
$377K 0.08%
8,864
-314
135
$377K 0.08%
5,816
-619
136
$369K 0.08%
1,924
-1,239
137
$366K 0.08%
4,613
-19,343
138
$363K 0.08%
36,560
139
$362K 0.08%
1,538
-982
140
$360K 0.08%
11,292
+61
141
$342K 0.08%
2,408
-366
142
$336K 0.07%
6,959
-5,015
143
$331K 0.07%
14,916
+80
144
$329K 0.07%
16,908
+6,732
145
$328K 0.07%
2,205
+1,640
146
$322K 0.07%
1,768
+10
147
$322K 0.07%
4,270
+23
148
$320K 0.07%
4,000
-1,583
149
$315K 0.07%
21,639
+6,315
150
$308K 0.07%
6,566
-27,994
4 5
6
7 8