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
$40.2M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$363K
2
+$107K
3
+$103K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$99.6K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$70.3K

Top Sells

1
+$20.4K
2
+$14K
3
+$12K
4
LUMN icon
Lumen
LUMN
+$10K
5
DOC icon
Healthpeak Properties
DOC
+$7.56K

Sector Composition

1 Technology 0.19%
2 Utilities 0.18%
3 Consumer Discretionary 0.15%
4 Financials 0.12%
5 Real Estate 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$308 ﹤0.01%
14
202
$307 ﹤0.01%
54
-186
203
$299 ﹤0.01%
17
-5
204
$289 ﹤0.01%
7
-243
205
$287 ﹤0.01%
9
-1
206
$285 ﹤0.01%
15
207
$283 ﹤0.01%
14
208
$281 ﹤0.01%
12
-1
209
$278 ﹤0.01%
21
+2
210
$275 ﹤0.01%
18
+2
211
$274 ﹤0.01%
9
-1
212
$274 ﹤0.01%
12
+1
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$272 ﹤0.01%
12
-1
214
$268 ﹤0.01%
35
+8
215
$268 ﹤0.01%
14
-1
216
$267 ﹤0.01%
2
-1
217
$266 ﹤0.01%
18
+1
218
$266 ﹤0.01%
14
219
$265 ﹤0.01%
15
+1
220
$264 ﹤0.01%
8
+1
221
$263 ﹤0.01%
14
+2
222
$262 ﹤0.01%
32
+1
223
$260 ﹤0.01%
12
224
$259 ﹤0.01%
22
-1
225
$256 ﹤0.01%
6
7 8
9
10 11