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
$40.2M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$363K
2
+$107K
3
+$103K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$99.6K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$70.3K

Top Sells

1
+$20.4K
2
+$14K
3
+$12K
4
LUMN icon
Lumen
LUMN
+$10K
5
DOC icon
Healthpeak Properties
DOC
+$7.56K

Sector Composition

1 Technology 0.19%
2 Utilities 0.18%
3 Consumer Discretionary 0.15%
4 Financials 0.12%
5 Real Estate 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.45M 3.18%
34,417
+751
2
$1.25M 2.75%
295,285
+13,019
3
$1.05M 2.29%
86,439
+63
4
$993K 2.18%
52,944
+5,474
5
$449K 0.98%
33,366
+2,202
6
$411K 0.9%
25,602
+125
7
$409K 0.9%
22,307
+991
8
$372K 0.81%
24,172
+643
9
$363K 0.8%
+17,353
10
$336K 0.74%
29,576
+2,172
11
$315K 0.69%
41,673
+3,457
12
$226K 0.49%
15,769
-1,427
13
$224K 0.49%
7,071
+506
14
$202K 0.44%
6,577
+485
15
$180K 0.4%
5,835
-179
16
$149K 0.33%
7,661
+387
17
$130K 0.29%
6,829
+347
18
$115K 0.25%
5,919
+56
19
$107K 0.24%
+3,077
20
$100K 0.22%
2,652
+149
21
$99.6K 0.22%
+15,505
22
$84.3K 0.18%
19,997
+1,035
23
$70.3K 0.15%
+5,458
24
$59.2K 0.13%
+1,520
25
$52.4K 0.11%
+6,362
1
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