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
$1.36B
AUM Growth
-$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.95M
3
+$419K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$320K

Top Sells

1
+$46.5M
2
+$40.3M
3
+$40.1M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$20.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$16.8M

Sector Composition

1 Real Estate 8.24%
2 Consumer Discretionary 3.76%
3 Financials 2.15%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-402,286
27
– –
-85,792
28
– –
-21,552
29
– –
-55,641
30
– –
-810,259
31
– –
-152,000
32
– –
-5,550
33
– –
-31,558
1
2