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
151
$294K 0.08%
17,004
+96
152
$294K 0.08%
9,162
+52
153
$292K 0.08%
23,182
+131
154
$291K 0.07%
2,348
+357
155
$285K 0.07%
4,023
+23
156
$282K 0.07%
1,746
+1,162
157
$268K 0.07%
13,417
+76
158
$267K 0.07%
6,023
+34
159
$266K 0.07%
2,422
+14
160
$263K 0.07%
4,131
+23
161
$256K 0.07%
6,230
+35
162
$254K 0.07%
2,042
+16
163
$253K 0.07%
+24,849
164
$251K 0.06%
4,650
+26
165
$248K 0.06%
8,803
+50
166
$247K 0.06%
9,840
+56
167
$244K 0.06%
6,506
+37
168
$233K 0.06%
+5,594
169
$225K 0.06%
2,505
+14
170
$225K 0.06%
6,000
171
$217K 0.06%
10,214
+58
172
$215K 0.06%
+20,598
173
$214K 0.06%
+3,738
174
$214K 0.06%
7,493
+42
175
$213K 0.05%
2,735
-243
5 6
7
8 9