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
176
$209K 0.05%
899
-8
177
$200K 0.05%
736
+7
178
$199K 0.05%
4,539
+2,138
179
$198K 0.05%
4,276
-362
180
$198K 0.05%
+7,092
181
$197K 0.05%
+5,364
182
$196K 0.05%
10,642
+60
183
$196K 0.05%
1,561
+9
184
$192K 0.05%
9,244
+52
185
$191K 0.05%
5,935
+33
186
$189K 0.05%
13,206
+75
187
$187K 0.05%
3,628
-7
188
$185K 0.05%
14,475
+5,922
189
$183K 0.05%
1,895
+11
190
$183K 0.05%
3,471
+485
191
$182K 0.05%
+4,971
192
$181K 0.05%
10,532
+59
193
$181K 0.05%
2,269
+290
194
$180K 0.05%
7,671
-2,604
195
$176K 0.05%
2,871
+2,147
196
$176K 0.05%
2,191
+10
197
$172K 0.04%
5,412
-692
198
$171K 0.04%
3,142
+27
199
$171K 0.04%
6,630
+37
200
$170K 0.04%
4,684
+26
6 7
8
9 10