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
276
$141K 0.02%
4,000
+3,850
277
$140K 0.02%
+9,622
278
$140K 0.02%
+10,133
279
$140K 0.02%
+5,319
280
$139K 0.02%
748
+470
281
$139K 0.02%
683
+462
282
$139K 0.02%
2,313
+2,057
283
$135K 0.02%
1,805
+1,661
284
$135K 0.02%
660
+468
285
$134K 0.02%
+5,244
286
$130K 0.02%
7,125
+6,747
287
$127K 0.02%
+1,862
288
$127K 0.02%
+1,208
289
$126K 0.02%
409
+154
290
$124K 0.02%
+2,095
291
$123K 0.02%
879
+650
292
$122K 0.02%
+2,419
293
$122K 0.02%
3,739
+3,568
294
$121K 0.02%
1,124
+917
295
$121K 0.02%
1,317
+1,104
296
$121K 0.02%
+1,563
297
$120K 0.02%
1,974
+1,858
298
$118K 0.02%
+3,652
299
$118K 0.02%
1,706
+1,508
300
$118K 0.02%
692
+503
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