SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$150K
3
+$68.7K
4
MAR icon
Marriott International
MAR
+$46.6K
5
TFC icon
Truist Financial
TFC
+$43K

Top Sells

1
+$19.5M
2
+$2.68M
3
+$1.32M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.05M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$866K

Sector Composition

1 Financials 3.23%
2 Healthcare 2.58%
3 Real Estate 2.29%
4 Industrials 1.92%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$31K 0.01%
331
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+550
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1,042
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$26K 0.01%
805
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132
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$25K 0.01%
850
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200
$25K 0.01%
345
-134
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