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
$1.16B
AUM Growth
+$396M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$99.2M
3
+$50M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$50M
5
XVV icon
iShares ESG Screened S&P 500 ETF
XVV
+$19.9M

Top Sells

1
+$8.95M
2
+$8.15M
3
+$6.34M
4
HST icon
Host Hotels & Resorts
HST
+$4.94M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.1M

Sector Composition

1 Real Estate 9.92%
2 Technology 2.18%
3 Consumer Discretionary 1.2%
4 Healthcare 0.86%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12K ﹤0.01%
454
+11
352
$12K ﹤0.01%
85
-1
353
$12K ﹤0.01%
+77
354
$12K ﹤0.01%
+37
355
$12K ﹤0.01%
192
-3
356
$12K ﹤0.01%
37
357
$12K ﹤0.01%
76
358
$12K ﹤0.01%
68
359
$12K ﹤0.01%
561
-6
360
$12K ﹤0.01%
125
361
$12K ﹤0.01%
28
362
$12K ﹤0.01%
+149
363
$12K ﹤0.01%
345
-5
364
$12K ﹤0.01%
69
365
$12K ﹤0.01%
59
-1
366
$12K ﹤0.01%
223
367
$12K ﹤0.01%
242
+3
368
$12K ﹤0.01%
44
369
$12K ﹤0.01%
98
370
$11K ﹤0.01%
392
+4
371
$11K ﹤0.01%
69
372
$11K ﹤0.01%
296
+6
373
$11K ﹤0.01%
248
-4
374
$11K ﹤0.01%
+124
375
$11K ﹤0.01%
77
13 14
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