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
$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
126
$395K 0.1%
9,979
127
$391K 0.1%
8,521
+2,938
128
$387K 0.1%
+4,697
129
$381K 0.1%
9,097
-2,195
130
$380K 0.1%
36,560
131
$379K 0.1%
324
+32
132
$378K 0.1%
1,961
-2,114
133
$369K 0.09%
5,816
134
$358K 0.09%
4,270
135
$351K 0.09%
16,908
136
$350K 0.09%
21,639
137
$345K 0.09%
2,408
138
$330K 0.08%
14,434
139
$329K 0.08%
14,916
140
$317K 0.08%
1,549
-219
141
$315K 0.08%
15,229
+1,589
142
$303K 0.08%
23,051
143
$302K 0.08%
8,609
-255
144
$298K 0.07%
6,511
145
$297K 0.07%
11,713
146
$295K 0.07%
2,637
-2,927
147
$295K 0.07%
4,000
148
$282K 0.07%
6,469
149
$280K 0.07%
5,989
150
$279K 0.07%
1,991
+1,178
4 5
6
7 8