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
$551M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.39M
3
+$1.3M
4
PFG icon
Principal Financial Group
PFG
+$1.25M
5
CCI icon
Crown Castle
CCI
+$1.21M

Top Sells

1
+$85.2M
2
+$48M
3
+$39.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.78M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.89M

Sector Composition

1 Financials 4.2%
2 Healthcare 4.12%
3 Industrials 3.58%
4 Consumer Staples 3.31%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$246K 0.04%
+10,125
202
$246K 0.04%
2,642
+16
203
$246K 0.04%
104
+35
204
$245K 0.04%
+9,724
205
$244K 0.04%
1,561
+8
206
$241K 0.04%
13,343
+83
207
$235K 0.04%
4,576
+28
208
$235K 0.04%
680
+6
209
$234K 0.04%
+6,040
210
$233K 0.04%
8,600
+100
211
$233K 0.04%
9,132
+57
212
$231K 0.04%
4,172
-1
213
$228K 0.04%
10,472
+65
214
$225K 0.04%
1,760
+11
215
$223K 0.04%
3,708
+23
216
$223K 0.04%
6,000
217
$223K 0.04%
4,229
+1
218
$222K 0.04%
4,330
+546
219
$221K 0.04%
2,804
+50
220
$220K 0.04%
4,867
+9
221
$217K 0.04%
5,172
+68
222
$216K 0.04%
3,163
+20
223
$216K 0.04%
4,336
-427
224
$215K 0.04%
4,605
+29
225
$214K 0.04%
+14,661
7 8
9
10 11