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
401
$76K 0.01%
2,067
+22
402
$76K 0.01%
4,042
+9
403
$76K 0.01%
+2,628
404
$75K 0.01%
1,968
+4
405
$74K 0.01%
752
-3
406
$72K 0.01%
920
+13
407
$72K 0.01%
571
-1
408
$72K 0.01%
651
409
$72K 0.01%
2,583
+18
410
$71K 0.01%
3,703
-523
411
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823
+7
412
$70K 0.01%
1,485
-3
413
$69K 0.01%
625
-9
414
$69K 0.01%
749
-35
415
$68K 0.01%
3,200
416
$68K 0.01%
1,091
+26
417
$68K 0.01%
679
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418
$67K 0.01%
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419
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1,134
-3
420
$67K 0.01%
950
+28
421
$67K 0.01%
633
-11
422
$66K 0.01%
532
+4
423
$66K 0.01%
2,678
+20
424
$66K 0.01%
2,562
+57
425
$64K 0.01%
+1,082
15 16
17
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