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
251
$167K 0.02%
335
+29
252
$167K 0.02%
+3,527
253
$166K 0.02%
3,254
+2,969
254
$165K 0.02%
3,150
+2,875
255
$165K 0.02%
+4,414
256
$164K 0.02%
1,880
+1,571
257
$164K 0.02%
3,997
+3,714
258
$163K 0.02%
+5,619
259
$163K 0.02%
887
+635
260
$162K 0.02%
3,402
+2,932
261
$159K 0.02%
3,460
+3,310
262
$158K 0.02%
2,065
+1,832
263
$152K 0.02%
1,918
+1,613
264
$151K 0.02%
923
+672
265
$151K 0.02%
7,119
+6,441
266
$151K 0.02%
667
+396
267
$150K 0.02%
+8,840
268
$150K 0.02%
779
+495
269
$147K 0.02%
501
+237
270
$147K 0.02%
921
+345
271
$145K 0.02%
472
+196
272
$144K 0.02%
+10,987
273
$143K 0.02%
+6,863
274
$142K 0.02%
2,856
+2,680
275
$142K 0.02%
+2,404
9 10
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