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
$551M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.39M
3
+$1.3M
4
PFG icon
Principal Financial Group
PFG
+$1.25M
5
CCI icon
Crown Castle
CCI
+$1.21M

Top Sells

1
+$85.2M
2
+$48M
3
+$39.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.78M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.89M

Sector Composition

1 Financials 4.2%
2 Healthcare 4.12%
3 Industrials 3.58%
4 Consumer Staples 3.31%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$294K 0.05%
4,330
+3
177
$293K 0.05%
6,917
+43
178
$292K 0.05%
11,840
+710
179
$286K 0.05%
2,668
+11
180
$285K 0.05%
+13,212
181
$284K 0.05%
+13,742
182
$283K 0.05%
1,203
+14
183
$281K 0.05%
2,618
+28
184
$279K 0.05%
4,490
+62
185
$278K 0.05%
3,859
-1,156
186
$275K 0.05%
3,557
+34
187
$275K 0.05%
13,748
+86
188
$270K 0.05%
14,699
+28
189
$262K 0.05%
9,097
+57
190
$262K 0.05%
15,650
+13
191
$258K 0.05%
130
-1
192
$256K 0.05%
2,230
+3
193
$256K 0.05%
8,894
-2,173
194
$255K 0.05%
6,466
+18
195
$253K 0.05%
+25,152
196
$250K 0.05%
8,662
+54
197
$250K 0.05%
+20,919
198
$249K 0.05%
8,198
-2,838
199
$249K 0.05%
1,634
+15
200
$246K 0.04%
3,182
+12
6 7
8
9 10