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
$1.59B
AUM Growth
-$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$258M
3
+$16.4M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$15.4M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$15M

Top Sells

1
+$606M
2
+$131M
3
+$33M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.49M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$1.47M

Sector Composition

1 Real Estate 8.84%
2 Consumer Discretionary 4.52%
3 Financials 1.85%
4 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.88M 0.24%
+140,500
27
$3.52M 0.22%
+60,200
28
$2.51M 0.16%
31,412
-9,200
29
$2.51M 0.16%
60,600
30
$1.09M 0.07%
15,685
31
$544K 0.03%
17,125
32
$456K 0.03%
84,153
1
2