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
$1.16B
AUM Growth
+$396M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$99.1M
3
+$49.9M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$49.9M
5
XVV icon
iShares ESG Screened S&P 500 ETF
XVV
+$20.5M

Top Sells

1
+$9.84M
2
+$8.87M
3
+$6.96M
4
HST icon
Host Hotels & Resorts
HST
+$5.42M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.12M

Sector Composition

1 Real Estate 9.92%
2 Technology 2.18%
3 Consumer Discretionary 1.2%
4 Healthcare 0.86%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$194K 0.02%
635
-4
127
$194K 0.02%
1,534
+1,466
128
$189K 0.02%
3,991
-6,827
129
$184K 0.02%
4,056
-1,934
130
$182K 0.02%
512
-8
131
$172K 0.01%
4,439
-64
132
$152K 0.01%
2,381
-42
133
$140K 0.01%
268
+6
134
$138K 0.01%
290
+5
135
$132K 0.01%
3,121
-31
136
$121K 0.01%
2,303
+12
137
$117K 0.01%
554
+12
138
$116K 0.01%
1,577
+5
139
$116K 0.01%
822
+3
140
$112K 0.01%
2,475
+6
141
$103K 0.01%
543
142
$100K 0.01%
754
+11
143
$99K 0.01%
441
-1
144
$95K 0.01%
2,438
-1
145
$93K 0.01%
265
+3
146
$91K 0.01%
683
+12
147
$89K 0.01%
1,227
-6
148
$89K 0.01%
477
+7
149
$89K 0.01%
1,182
+21
150
$86K 0.01%
429
+7
4 5
6
7 8