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
$1.01B
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$46.3M
3
+$29.1M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.38M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$2.71M

Top Sells

1
+$32.3M
2
+$11.6M
3
+$7.61M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.24M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$6.12M

Sector Composition

1 Healthcare 2.71%
2 Financials 2.38%
3 Technology 2.06%
4 Communication Services 1.97%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$172K 0.02%
982
-3
252
$171K 0.02%
7,164
-943
253
$170K 0.02%
4,668
+72
254
$170K 0.02%
2,131
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255
$170K 0.02%
1,224
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256
$170K 0.02%
1,129
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257
$170K 0.02%
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258
$168K 0.02%
6,092
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259
$168K 0.02%
945
260
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2,318
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261
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262
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263
$156K 0.02%
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264
$156K 0.02%
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265
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$155K 0.02%
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270
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272
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1,744
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273
$151K 0.01%
5,412
-103
274
$150K 0.01%
7,978
-69
275
$149K 0.01%
2,684
-7
9 10
11
12 13