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
376
$83K 0.01%
2,342
-26
377
$83K 0.01%
582
+5
378
$83K 0.01%
668
+6
379
$83K 0.01%
1,322
+5
380
$83K 0.01%
3,231
-326
381
$82K 0.01%
1,328
+17
382
$82K 0.01%
836
+12
383
$82K 0.01%
2,275
+16
384
$81K 0.01%
+2,058
385
$81K 0.01%
+1,050
386
$81K 0.01%
1,056
-42
387
$81K 0.01%
1,235
+24
388
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1,331
+9
389
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1,418
+3
390
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1,679
-9
391
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394
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697
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395
$78K 0.01%
2,242
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396
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-11
397
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2,326
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398
$76K 0.01%
622
-2
399
$76K 0.01%
2,265
+77
400
$76K 0.01%
1,323
+8
14 15
16
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