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
$1.65B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$92.1M
2
+$20.1M
3
+$19M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$9M
5
EAF icon
GrafTech
EAF
+$2.38M

Top Sells

1
+$6.44M
2
+$5.21M
3
+$1.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.31M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.3M

Sector Composition

1 Real Estate 8.55%
2 Consumer Discretionary 4.84%
3 Financials 1.79%
4 Industrials 0.04%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-12,000
27
– –
-18,209
1
2