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
$8.94M
AUM Growth
-$795M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$124K
2
+$84.4K
3
+$83.3K
4
BKNG icon
Booking.com
BKNG
+$56.7K
5
IBM icon
IBM
IBM
+$42.5K

Top Sells

1
+$221M
2
+$81.4M
3
+$47.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$35.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$34.1M

Sector Composition

1 Utilities 0.69%
2 Industrials 0.63%
3 Financials 0.63%
4 Real Estate 0.52%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$193 ﹤0.01%
+17
227
$192 ﹤0.01%
22
-1,526
228
$189 ﹤0.01%
+23
229
$188 ﹤0.01%
+7
230
$186 ﹤0.01%
+12
231
$185 ﹤0.01%
+6
232
$184 ﹤0.01%
+5
233
$184 ﹤0.01%
5
-4,457
234
$181 ﹤0.01%
5
-8,171
235
$177 ﹤0.01%
+10
236
$176 ﹤0.01%
+6
237
$175 ﹤0.01%
+13
238
$174 ﹤0.01%
+8
239
$174 ﹤0.01%
+13
240
$174 ﹤0.01%
+4
241
$173 ﹤0.01%
+11
242
$172 ﹤0.01%
+4
243
$171 ﹤0.01%
+14
244
$170 ﹤0.01%
+12
245
$170 ﹤0.01%
+21
246
$170 ﹤0.01%
+5
247
$169 ﹤0.01%
+9
248
$169 ﹤0.01%
+2
249
$169 ﹤0.01%
+10
250
$168 ﹤0.01%
+30
8 9
10
11 12