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
326
$97K 0.01%
+2,674
327
$95K 0.01%
+1,586
328
$95K 0.01%
898
+752
329
$95K 0.01%
1,446
+1,293
330
$95K 0.01%
+1,722
331
$95K 0.01%
+9,077
332
$94K 0.01%
+8,616
333
$93K 0.01%
216
+66
334
$93K 0.01%
1,578
+1,416
335
$93K 0.01%
+2,638
336
$93K 0.01%
+6,130
337
$92K 0.01%
+2,191
338
$91K 0.01%
5,149
+5,018
339
$91K 0.01%
672
+231
340
$90K 0.01%
733
+562
341
$89K 0.01%
+3,148
342
$89K 0.01%
1,299
+1,168
343
$88K 0.01%
1,252
+1,093
344
$88K 0.01%
+3,322
345
$88K 0.01%
1,078
+925
346
$88K 0.01%
463
+330
347
$88K 0.01%
+5,737
348
$87K 0.01%
1,752
+1,589
349
$87K 0.01%
609
+456
350
$87K 0.01%
1,027
+891
12 13
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