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
$388M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.02M
3
+$1.01M
4
CCL icon
Carnival Corp
CCL
+$974K
5
MAC icon
Macerich
MAC
+$965K

Top Sells

1
+$29.3M
2
+$1.78M
3
+$968K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$762K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$736K

Sector Composition

1 Financials 5.03%
2 Real Estate 4.36%
3 Healthcare 4.1%
4 Industrials 3.03%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$168K 0.04%
775
+3
202
$163K 0.04%
5,447
+31
203
$162K 0.04%
8,531
+48
204
$162K 0.04%
4,755
+28
205
$161K 0.04%
4,948
+28
206
$160K 0.04%
5,356
+30
207
$156K 0.04%
1,141
+5
208
$153K 0.04%
7,842
+44
209
$151K 0.04%
16,258
+92
210
$148K 0.04%
6,933
+39
211
$145K 0.04%
+19,637
212
$144K 0.04%
2,464
+14
213
$144K 0.04%
9,883
+56
214
$138K 0.04%
3,477
+39
215
$136K 0.04%
2,893
+16
216
$135K 0.03%
34,356
+194
217
$134K 0.03%
7,125
218
$133K 0.03%
621
+1
219
$131K 0.03%
3,461
+20
220
$130K 0.03%
2,014
+11
221
$127K 0.03%
1,843
-46
222
$126K 0.03%
3,333
+19
223
$126K 0.03%
1,134
+6
224
$124K 0.03%
10,520
+59
225
$124K 0.03%
9,605
+54
7 8
9
10 11