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
176
$208K 0.05%
10,582
177
$206K 0.05%
2,205
178
$204K 0.05%
7,798
179
$200K 0.05%
4,638
-990
180
$200K 0.05%
6,593
181
$197K 0.05%
214
+109
182
$194K 0.05%
4,727
-5,235
183
$194K 0.05%
9,827
184
$193K 0.05%
729
-809
185
$189K 0.05%
4,658
186
$189K 0.05%
907
-1,017
187
$188K 0.05%
772
-855
188
$188K 0.05%
7,587
189
$183K 0.05%
1,884
-3,099
190
$179K 0.05%
1,590
191
$179K 0.05%
5,902
192
$178K 0.04%
1,552
193
$177K 0.04%
8,483
194
$174K 0.04%
3,635
-4,011
195
$174K 0.04%
2,181
-2,432
196
$174K 0.04%
5,326
197
$167K 0.04%
2,986
+1,553
198
$165K 0.04%
34,162
+2,907
199
$160K 0.04%
9,900
200
$159K 0.04%
3,115
-3,451
6 7
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