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
$453M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$2.18M
3
+$1.7M
4
WY icon
Weyerhaeuser
WY
+$1.61M
5
SLB icon
SLB Ltd
SLB
+$1.35M

Top Sells

1
+$47.7M
2
+$8.42M
3
+$7.92M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.58M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.95M

Sector Composition

1 Financials 4.55%
2 Real Estate 4.36%
3 Healthcare 3.69%
4 Industrials 3.38%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$241K 0.05%
+10,275
177
$240K 0.05%
9,784
+53
178
$237K 0.05%
7,798
+42
179
$237K 0.05%
7,278
-4,590
180
$233K 0.05%
5,628
-848
181
$231K 0.05%
8,691
+47
182
$228K 0.05%
6,894
+1,219
183
$224K 0.05%
+6,195
184
$221K 0.05%
830
-522
185
$219K 0.05%
6,000
186
$214K 0.05%
8,753
+47
187
$214K 0.05%
+9,827
188
$213K 0.05%
6,867
+37
189
$211K 0.05%
3,267
+836
190
$210K 0.05%
9,192
+49
191
$210K 0.05%
2,491
+13
192
$209K 0.05%
1,779
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193
$208K 0.05%
4,210
+23
194
$207K 0.05%
1,309
-777
195
$206K 0.05%
1,230
-812
196
$204K 0.05%
13,131
+71
197
$203K 0.04%
2,514
-1,665
198
$203K 0.04%
6,760
-5,170
199
$203K 0.04%
1,890
-1,030
200
$203K 0.04%
6,593
+35
6 7
8
9 10