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
151
$277K 0.07%
9,784
152
$275K 0.07%
8,691
153
$270K 0.07%
13,131
154
$270K 0.07%
5,000
-5,480
155
$264K 0.07%
4,880
-5,340
156
$261K 0.07%
+13,341
157
$255K 0.06%
13,387
158
$251K 0.06%
4,624
159
$251K 0.06%
+6,928
160
$244K 0.06%
10,275
161
$243K 0.06%
4,108
+841
162
$243K 0.06%
2,978
-858
163
$236K 0.06%
+10,156
164
$235K 0.06%
6,104
165
$231K 0.06%
2,491
166
$231K 0.06%
8,753
167
$228K 0.06%
7,451
+2,305
168
$227K 0.06%
6,195
169
$222K 0.06%
2,026
-2,243
170
$221K 0.06%
6,000
171
$219K 0.06%
6,894
172
$218K 0.05%
+4,390
173
$212K 0.05%
9,192
174
$212K 0.05%
+10,473
175
$210K 0.05%
4,931
5 6
7
8 9