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
126
$386K 0.1%
4,724
+27
127
$385K 0.1%
+13,046
128
$384K 0.1%
36,560
129
$377K 0.1%
21,762
+123
130
$377K 0.1%
4,444
+25
131
$377K 0.1%
11,779
+66
132
$372K 0.1%
8,003
+3,613
133
$369K 0.1%
+7,138
134
$354K 0.09%
1,987
+26
135
$346K 0.09%
3,596
-1,084
136
$342K 0.09%
8,640
+31
137
$341K 0.09%
15,635
+88
138
$339K 0.09%
15,315
+86
139
$335K 0.09%
8,491
-606
140
$333K 0.09%
+8,097
141
$332K 0.09%
14,516
+82
142
$329K 0.08%
+20,010
143
$324K 0.08%
4,294
+24
144
$313K 0.08%
8,740
+49
145
$311K 0.08%
15,001
+85
146
$308K 0.08%
28,434
+18,534
147
$307K 0.08%
2,610
-27
148
$305K 0.08%
6,548
+37
149
$302K 0.08%
4,960
-40
150
$298K 0.08%
4,880
4 5
6
7 8