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
$1.79B
AUM Growth
+$482K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$7.12M
3
+$6.18M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$5.6M
5
EIDO icon
iShares MSCI Indonesia ETF
EIDO
+$1.07M

Top Sells

1
+$39.9M
2
+$6.83M
3
+$5.46M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.94M
5
INDA icon
iShares MSCI India ETF
INDA
+$2.38M

Sector Composition

1 Real Estate 8.62%
2 Financials 2.39%
3 Consumer Discretionary 1.55%
4 Industrials 0.03%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.59M 0.42%
151,376
27
$6.2M 0.35%
160,448
+10,870
28
$5.39M 0.3%
80,264
-6,195
29
$4.79M 0.27%
191,200
-23,600
30
$4.62M 0.26%
61,102
+5,300
31
$2.07M 0.12%
57,750
-1,200
32
$665K 0.04%
14,205
-430
33
$568K 0.03%
84,153
34
$491K 0.03%
15,425
35
$14K ﹤0.01%
+1,524
1
2