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
$702M
AUM Growth
+$691M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$78.8M
2
+$53M
3
+$44.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$40.7M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$36.4M

Top Sells

1
+$674K
2
+$672K
3
+$10.5K
4
MON
Monsanto Co
MON
+$6.46K
5
NAVI icon
Navient
NAVI
+$1.2K

Sector Composition

1 Real Estate 3.02%
2 Healthcare 3.01%
3 Financials 2.85%
4 Technology 2.76%
5 Utilities 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$198K 0.03%
+1,749
227
$198K 0.03%
+11,067
228
$196K 0.03%
+8,686
229
$195K 0.03%
1,569
+1,291
230
$194K 0.03%
+3,685
231
$193K 0.03%
+19,315
232
$189K 0.03%
+10,287
233
$187K 0.03%
+12,025
234
$186K 0.03%
+464
235
$186K 0.03%
+10,938
236
$185K 0.03%
+2,626
237
$183K 0.03%
+8,782
238
$183K 0.03%
3,739
+3,368
239
$180K 0.03%
1,349
+1,104
240
$178K 0.03%
+10,689
241
$178K 0.03%
+6,484
242
$177K 0.03%
2,754
+2,466
243
$177K 0.03%
1,057
+837
244
$175K 0.02%
3,693
+3,353
245
$173K 0.02%
+7,461
246
$173K 0.02%
1,197
+906
247
$172K 0.02%
1,271
+945
248
$171K 0.02%
+8,385
249
$170K 0.02%
+5,804
250
$168K 0.02%
+8,145
8 9
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