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
276
$149K 0.01%
2,118
+8
277
$148K 0.01%
4,519
+99
278
$147K 0.01%
+3,460
279
$147K 0.01%
1,257
+65
280
$147K 0.01%
3,921
+29
281
$147K 0.01%
3,000
282
$146K 0.01%
2,326
+15
283
$145K 0.01%
+4,137
284
$145K 0.01%
1,580
-4
285
$145K 0.01%
1,310
+115
286
$144K 0.01%
6,000
287
$143K 0.01%
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-7
288
$142K 0.01%
1,558
+15
289
$142K 0.01%
3,859
290
$141K 0.01%
2,332
+18
291
$140K 0.01%
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-39
292
$140K 0.01%
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293
$139K 0.01%
1,135
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294
$139K 0.01%
+1,805
295
$139K 0.01%
9,869
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296
$138K 0.01%
1,354
+12
297
$134K 0.01%
8,784
-57
298
$132K 0.01%
6,602
-166
299
$131K 0.01%
2,346
+7
300
$129K 0.01%
894
+7
10 11
12
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