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
$1.01B
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$46.3M
3
+$29.1M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.38M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$2.71M

Top Sells

1
+$32.3M
2
+$11.6M
3
+$7.61M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.24M
5
XLY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$34K ﹤0.01%
962
-50
477
$33K ﹤0.01%
802
-10
478
$32K ﹤0.01%
1,647
+237
479
$31K ﹤0.01%
2,254
-297
480
$30K ﹤0.01%
2,012
-106
481
$29K ﹤0.01%
1,441
-37
482
$29K ﹤0.01%
33
+4
483
$24K ﹤0.01%
1,130
+6
484
$23K ﹤0.01%
603
+6
485
$18K ﹤0.01%
100
486
$16K ﹤0.01%
1,000
487
$12K ﹤0.01%
898
+23
488
$5K ﹤0.01%
100
489
$5K ﹤0.01%
144
490
$4K ﹤0.01%
100
491
$2K ﹤0.01%
100
492
– –
-479
493
– –
-45,728
494
– –
-1,194
495
– –
-5,400
496
– –
-6,349
497
– –
-2,322
498
– –
-6,059
499
– –
-133
500
– –
-4,809
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