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
376
$67K 0.01%
394
+268
377
$66K 0.01%
841
+731
378
$65K 0.01%
481
+360
379
$64K 0.01%
998
+895
380
$64K 0.01%
1,318
+1,147
381
$64K 0.01%
2,230
+2,014
382
$64K 0.01%
1,920
+1,811
383
$63K 0.01%
1,100
+978
384
$63K 0.01%
2,203
+2,107
385
$63K 0.01%
1,074
+907
386
$63K 0.01%
1,378
+1,273
387
$63K 0.01%
1,422
+1,346
388
$63K 0.01%
3,646
+3,538
389
$62K 0.01%
559
+461
390
$62K 0.01%
772
+621
391
$62K 0.01%
2,250
+2,140
392
$61K 0.01%
3,345
+1,935
393
$61K 0.01%
2,241
+2,147
394
$60K 0.01%
445
+344
395
$60K 0.01%
759
+703
396
$60K 0.01%
4,136
+4,010
397
$60K 0.01%
489
+392
398
$60K 0.01%
1,400
+1,297
399
$59K 0.01%
573
+473
400
$59K 0.01%
1,430
+1,271
14 15
16
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