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
$40.2M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$363K
2
+$107K
3
+$103K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$99.6K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$70.3K

Top Sells

1
+$20.4K
2
+$14K
3
+$12K
4
LUMN icon
Lumen
LUMN
+$10K
5
DOC icon
Healthpeak Properties
DOC
+$7.56K

Sector Composition

1 Technology 0.19%
2 Utilities 0.18%
3 Consumer Discretionary 0.15%
4 Financials 0.12%
5 Real Estate 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$530 ﹤0.01%
+86
152
$524 ﹤0.01%
44
+6
153
$524 ﹤0.01%
86
+4
154
$511 ﹤0.01%
57
+4
155
$503 ﹤0.01%
31
-3
156
$502 ﹤0.01%
25
-243
157
$501 ﹤0.01%
69
+15
158
$501 ﹤0.01%
14
+2
159
$500 ﹤0.01%
+44
160
$497 ﹤0.01%
15
-2
161
$476 ﹤0.01%
35
+4
162
$474 ﹤0.01%
22
+4
163
$469 ﹤0.01%
39
+6
164
$467 ﹤0.01%
23
-2
165
$467 ﹤0.01%
38
+4
166
$460 ﹤0.01%
38
167
$454 ﹤0.01%
7
-1
168
$446 ﹤0.01%
28
+3
169
$444 ﹤0.01%
13
+2
170
$442 ﹤0.01%
57
+3
171
$440 ﹤0.01%
47
+1
172
$437 ﹤0.01%
20
-1
173
$420 ﹤0.01%
502
+12
174
$417 ﹤0.01%
41
+1
175
$415 ﹤0.01%
+6
5 6
7
8 9