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
176
$415 ﹤0.01%
14
-1
177
$411 ﹤0.01%
53
+4
178
$409 ﹤0.01%
32
+1
179
$406 ﹤0.01%
10
-1
180
– –
0
181
$404 ﹤0.01%
8
-277
182
$397 ﹤0.01%
65
+7
183
$394 ﹤0.01%
18
-1
184
$372 ﹤0.01%
40
-2
185
$371 ﹤0.01%
18
+5
186
$370 ﹤0.01%
+42
187
$354 ﹤0.01%
29
+6
188
$351 ﹤0.01%
56
+4
189
$350 ﹤0.01%
3
190
$334 ﹤0.01%
10
+2
191
$333 ﹤0.01%
18
+2
192
$330 ﹤0.01%
32
+4
193
$329 ﹤0.01%
20
+2
194
$327 ﹤0.01%
22
-1
195
$323 ﹤0.01%
19
+1
196
$322 ﹤0.01%
29
+1
197
$322 ﹤0.01%
74
+6
198
$318 ﹤0.01%
1,400
+160
199
$316 ﹤0.01%
7
-1
200
$314 ﹤0.01%
12
+1
6 7
8
9 10