SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$762M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$78.8M
2
+$33.7M
3
+$6.06M
4
CPT icon
Camden Property Trust
CPT
+$3.34M
5
UDR icon
UDR
UDR
+$2.11M

Top Sells

1
+$7.45M
2
+$6.96M
3
+$4.66M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.06M
5
BXP icon
Boston Properties
BXP
+$3.62M

Sector Composition

1 Real Estate 15.78%
2 Technology 1.21%
3 Healthcare 1.21%
4 Financials 1%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$34K ﹤0.01%
347
-4
202
$33K ﹤0.01%
222
+1
203
$32K ﹤0.01%
148
204
$32K ﹤0.01%
79
205
$32K ﹤0.01%
89
+1
206
$31K ﹤0.01%
1,049
207
$31K ﹤0.01%
146
-3
208
$31K ﹤0.01%
745
-11
209
$30K ﹤0.01%
846
-18
210
$30K ﹤0.01%
63
+1
211
$28K ﹤0.01%
96
212
$28K ﹤0.01%
473
-20
213
$28K ﹤0.01%
92
-1
214
$28K ﹤0.01%
354
215
$27K ﹤0.01%
271
-1
216
$27K ﹤0.01%
202
-2
217
$27K ﹤0.01%
63
218
$27K ﹤0.01%
230
-4
219
$26K ﹤0.01%
156
-3
220
$26K ﹤0.01%
211
-2
221
$26K ﹤0.01%
474
+28
222
$25K ﹤0.01%
295
-2
223
$25K ﹤0.01%
635
-14
224
$25K ﹤0.01%
172
-1
225
$25K ﹤0.01%
51
7 8
9
10 11