SLF
Sun Life Financial Portfolio holdings
AUM
$1.83B
1-Year Return
11.78%
This Quarter Return
+3.55%
1 Year Return
+11.78%
3 Year Return
+47.1%
5 Year Return
+67.99%
10 Year Return
+122.96%
AUM
$1.01B
AUM Growth
+$77.6M
(+8.3%)
Cap. Flow
+$45.6M
Cap. Flow
% of AUM
4.51%
Top 10 Holdings %
Top 10 Hldgs %
69.23%
Holding
554
New
16
Increased
250
Reduced
188
Closed
39
Top Buys
| 1 |
iShares US Equity Factor ETF
LRGF
|
$51.2M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$46.3M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$29.1M |
| 4 |
iShares MSCI Japan ETF
EWJ
|
$3.38M |
| 5 |
iShares MSCI United Kingdom ETF
EWU
|
$2.71M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$32.3M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$11.6M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$7.61M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$7.24M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$6.12M |
Sector Composition
| 1 | Healthcare | 2.71% |
| 2 | Financials | 2.38% |
| 3 | Technology | 2.06% |
| 4 | Communication Services | 1.97% |
| 5 | Industrials | 1.95% |
