SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.94M
AUM Growth
-$795M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$124K
2
+$84.4K
3
+$83.3K
4
BKNG icon
Booking.com
BKNG
+$56.7K
5
IBM icon
IBM
IBM
+$42.5K

Top Sells

1
+$221M
2
+$81.4M
3
+$47.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$35.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$34.1M

Sector Composition

1 Utilities 0.69%
2 Industrials 0.63%
3 Financials 0.63%
4 Real Estate 0.52%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$117 ﹤0.01%
+17
327
$117 ﹤0.01%
+33
328
$117 ﹤0.01%
+24
329
$117 ﹤0.01%
+3
330
$116 ﹤0.01%
+33
331
$116 ﹤0.01%
+14
332
$114 ﹤0.01%
+10
333
$114 ﹤0.01%
+19
334
$114 ﹤0.01%
+33
335
$114 ﹤0.01%
+3
336
$112 ﹤0.01%
+6
337
$109 ﹤0.01%
+5
338
$107 ﹤0.01%
+5
339
$107 ﹤0.01%
+11
340
$106 ﹤0.01%
+4
341
$105 ﹤0.01%
+8
342
$105 ﹤0.01%
+5
343
$104 ﹤0.01%
+5
344
$103 ﹤0.01%
+6
345
$102 ﹤0.01%
+7
346
$100 ﹤0.01%
+3
347
$100 ﹤0.01%
+7
348
$99 ﹤0.01%
+9
349
$99 ﹤0.01%
+2
350
$99 ﹤0.01%
+3
12 13
14
15 16