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
$398M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$832K
3
+$762K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$396K
5
INGR icon
Ingredion
INGR
+$387K

Top Sells

1
+$13.2M
2
+$2.63M
3
+$1.27M
4
T icon
AT&T
T
+$1.26M
5
KIM icon
Kimco Realty
KIM
+$1.16M

Sector Composition

1 Financials 3.85%
2 Healthcare 3.26%
3 Industrials 3.01%
4 Technology 2.81%
5 Real Estate 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$158K 0.04%
16,166
+5,361
202
$155K 0.04%
3,282
-3,677
203
$154K 0.04%
1,979
+200
204
$151K 0.04%
5,416
-1,451
205
$149K 0.04%
1,136
-1,256
206
$146K 0.04%
21,137
207
$145K 0.04%
8,553
208
$141K 0.04%
2,450
+1,446
209
$139K 0.04%
13,893
210
$138K 0.03%
5,908
211
$138K 0.03%
4,920
212
$136K 0.03%
7,125
213
$134K 0.03%
3,752
-622
214
$134K 0.03%
14,815
215
$133K 0.03%
2,877
216
$132K 0.03%
1,889
-2,104
217
$132K 0.03%
+2,003
218
$129K 0.03%
620
-683
219
$129K 0.03%
3,520
-3,900
220
$127K 0.03%
3,314
-128
221
$127K 0.03%
3,438
-3,840
222
$127K 0.03%
9,551
223
$125K 0.03%
1,893
224
$124K 0.03%
9,012
225
$122K 0.03%
2,315
7 8
9
10 11