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
$453M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$2.18M
3
+$1.7M
4
WY icon
Weyerhaeuser
WY
+$1.61M
5
SLB icon
SLB Ltd
SLB
+$1.35M

Top Sells

1
+$47.7M
2
+$8.42M
3
+$7.92M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.58M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.95M

Sector Composition

1 Financials 4.55%
2 Real Estate 4.36%
3 Healthcare 3.69%
4 Industrials 3.38%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$200K 0.04%
+8,483
202
$196K 0.04%
+4,931
203
$193K 0.04%
13,007
+4,067
204
$191K 0.04%
1,473
-1,162
205
$185K 0.04%
41,240
-26,120
206
$183K 0.04%
9,012
+48
207
$182K 0.04%
750
-460
208
$181K 0.04%
2,149
-1,400
209
$179K 0.04%
13,893
+75
210
$176K 0.04%
9,551
+1,777
211
$176K 0.04%
7,587
+41
212
$174K 0.04%
5,146
+1,512
213
$172K 0.04%
5,326
+29
214
$170K 0.04%
4,658
+25
215
$170K 0.04%
5,902
+32
216
$170K 0.04%
1,606
-1,081
217
$168K 0.04%
105
218
$167K 0.04%
1,552
+8
219
$166K 0.04%
10,461
+56
220
$158K 0.03%
3,264
-1,956
221
$158K 0.03%
2,119
-1,306
222
$156K 0.03%
4,374
-493
223
$155K 0.03%
+4,352
224
$154K 0.03%
8,553
-4,394
225
$152K 0.03%
9,900
-3,379
7 8
9
10 11