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
451
$54 ﹤0.01%
+6
452
$51 ﹤0.01%
+4
453
$50 ﹤0.01%
+210
454
$50 ﹤0.01%
+7
455
$50 ﹤0.01%
+5
456
$49 ﹤0.01%
+4
457
$48 ﹤0.01%
+5
458
$47 ﹤0.01%
+3
459
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+5
460
$47 ﹤0.01%
+1
461
$46 ﹤0.01%
+20
462
$46 ﹤0.01%
+5
463
$45 ﹤0.01%
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464
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+2
465
$43 ﹤0.01%
+18
466
$43 ﹤0.01%
+6
467
$42 ﹤0.01%
+1
468
$42 ﹤0.01%
+5
469
$42 ﹤0.01%
+4
470
$42 ﹤0.01%
+33
471
$42 ﹤0.01%
+4
472
$41 ﹤0.01%
+6
473
$40 ﹤0.01%
+15
474
$40 ﹤0.01%
+7
475
$39 ﹤0.01%
+7
17 18
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