SLF

Sun Life Financial Portfolio holdings

AUM $1.96B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$702M
AUM Growth
+$691M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$78.8M
2
+$53M
3
+$44.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$40.7M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$36.4M

Top Sells

1
+$674K
2
+$672K
3
+$10.5K
4
MON
Monsanto Co
MON
+$6.46K
5
NAVI icon
Navient
NAVI
+$1.2K

Sector Composition

1 Real Estate 3.02%
2 Healthcare 3.01%
3 Financials 2.85%
4 Technology 2.76%
5 Utilities 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$38K 0.01%
441
+377
477
$38K 0.01%
929
+861
478
$38K 0.01%
1,255
+1,158
479
$38K 0.01%
3,120
+2,832
480
$38K 0.01%
658
+540
481
$38K 0.01%
171
+112
482
$38K 0.01%
722
+647
483
$38K 0.01%
+8,284
484
$38K 0.01%
+2,051
485
$38K 0.01%
449
+384
486
$37K 0.01%
+319
487
$37K 0.01%
1,127
+1,073
488
$37K 0.01%
398
+338
489
$37K 0.01%
592
+519
490
$37K 0.01%
172
+105
491
$37K 0.01%
310
+259
492
$37K 0.01%
349
+294
493
$36K 0.01%
765
+707
494
$36K 0.01%
336
+288
495
$36K 0.01%
780
+712
496
$36K 0.01%
+2,035
497
$36K 0.01%
155
+101
498
$36K 0.01%
260
+215
499
$36K 0.01%
276
+231
500
$35K 0.01%
712
+647
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