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
301
$129K 0.01%
1,825
+19
302
$127K 0.01%
1,974
+1
303
$127K 0.01%
+885
304
$126K 0.01%
956
+16
305
$124K 0.01%
+3,793
306
$123K 0.01%
486
+6
307
$122K 0.01%
2,528
+50
308
$121K 0.01%
1,146
-6
309
$120K 0.01%
1,632
-24
310
$119K 0.01%
190
+2
311
$119K 0.01%
+7,125
312
$118K 0.01%
1,336
-10
313
$116K 0.01%
882
-10
314
$116K 0.01%
467
+5
315
$116K 0.01%
974
+5
316
$115K 0.01%
+3,137
317
$115K 0.01%
1,897
-165
318
$115K 0.01%
2,160
+15
319
$114K 0.01%
875
+9
320
$113K 0.01%
1,039
+20
321
$112K 0.01%
8,001
+8
322
$111K 0.01%
1,684
+4
323
$111K 0.01%
1,360
+10
324
$110K 0.01%
1,063
-45
325
$108K 0.01%
575
+7
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