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
$1.67B
AUM Growth
+$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$18.5M
3
+$18.4M
4
EIDO icon
iShares MSCI Indonesia ETF
EIDO
+$10.1M
5
EWM icon
iShares MSCI Malaysia ETF
EWM
+$7.05M

Top Sells

1
+$15.4M
2
+$15M
3
+$9.34M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.9M

Sector Composition

1 Real Estate 8.21%
2 Consumer Discretionary 3.95%
3 Financials 2.07%
4 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 0.13%
59,550
-1,050
27
$828K 0.05%
14,635
-1,050
28
$492K 0.03%
16,075
-1,050
29
$318K 0.02%
84,153
30
– –
-152,000
31
– –
-168,000
32
– –
-86,000
1
2