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
426
$65 ﹤0.01%
+25
427
$65 ﹤0.01%
+7
428
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+5
429
$64 ﹤0.01%
+5
430
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+1
431
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+7
432
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+4
433
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+6
434
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435
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436
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+3
437
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+6
438
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439
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440
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+5
441
$60 ﹤0.01%
+5
442
$59 ﹤0.01%
+4
443
$59 ﹤0.01%
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$59 ﹤0.01%
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$58 ﹤0.01%
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+4
448
$57 ﹤0.01%
+4
449
$55 ﹤0.01%
+8
450
$54 ﹤0.01%
+10
16 17
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