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
351
$98 ﹤0.01%
+10
352
$98 ﹤0.01%
+7
353
$97 ﹤0.01%
+6
354
$96 ﹤0.01%
+11
355
$96 ﹤0.01%
+5
356
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+5
357
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+5
358
$96 ﹤0.01%
+7
359
$95 ﹤0.01%
+5
360
$95 ﹤0.01%
+7
361
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+6
362
$95 ﹤0.01%
+22
363
$95 ﹤0.01%
+15
364
$93 ﹤0.01%
+6
365
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+14
366
$93 ﹤0.01%
+6
367
$92 ﹤0.01%
+11
368
$92 ﹤0.01%
+12
369
$92 ﹤0.01%
+10
370
$91 ﹤0.01%
+16
371
$90 ﹤0.01%
+7
372
$89 ﹤0.01%
+8
373
$89 ﹤0.01%
+7
374
$88 ﹤0.01%
+4
375
$87 ﹤0.01%
+90
13 14
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